-37.8%
ARKK vs CVE
+142.8%
-180.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.7% | +3.3% |
| 7D | -6.6% | -16.1% | +9.6% | -2.5% |
| 30D | -14.5% | -10.4% | -4.2% | -12.5% |
| 3M | -0.4% | -2.4% | +2.0% | -0.5% |
| 6M | -5.2% | -4.4% | -0.7% | -5.5% |
| YTD | -1.9% | +64.9% | -66.8% | -18.0% |
| 1Y | -6.7% | +66.0% | -72.8% | -22.4% |
| 3Y | +89.7% | +57.7% | +32.1% | +54.1% |
| All | -37.8% | +142.8% | -180.6% | -53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling