+1,144.3%
CAT vs ARKK
+331.8%
+812.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | +0.6% | -3.1% | +3.6% | +1.5% |
| 30D | -4.3% | +2.7% | -7.0% | -5.3% |
| 3M | -8.6% | +10.8% | -19.4% | -11.8% |
| 6M | +16.1% | +14.4% | +1.7% | +10.8% |
| YTD | +43.8% | +8.7% | +35.1% | +39.2% |
| 1Y | +91.5% | +6.7% | +84.7% | +85.9% |
| 3Y | +202.7% | +87.4% | +115.3% | +143.2% |
| 5Y | +335.1% | -29.5% | +364.6% | +349.0% |
| All | +1,144.3% | +331.8% | +812.5% | +402.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 10y: compounded portfolio wealth divided by compounded ARKK 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…
10y analysis · Full analysis span regression · 6 months rolling