+87.9%
ARKK vs CVE
+74.2%
+13.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.6% | -2.1% |
| 7D | -0.6% | +5.9% | -6.6% | -2.1% |
| 30D | -11.2% | -10.9% | -0.4% | -8.8% |
| 3M | -9.2% | -4.5% | -4.7% | -8.8% |
| 6M | -3.9% | -1.0% | -2.9% | -5.1% |
| YTD | -2.5% | +74.7% | -77.2% | -24.9% |
| 1Y | -2.7% | +65.8% | -68.5% | -23.5% |
| 3Y | +87.9% | +73.2% | +14.7% | +36.0% |
| All | +87.9% | +74.2% | +13.7% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling