+204.2%
CAT vs ARKK
+94.7%
+109.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +5.6% | +3.6% | +1.9% | +4.0% |
| 30D | -2.3% | +8.4% | -10.7% | -5.8% |
| 3M | -10.0% | +13.4% | -23.4% | -15.0% |
| 6M | +21.2% | +18.9% | +2.4% | +11.6% |
| YTD | +44.4% | +11.9% | +32.5% | +36.0% |
| 1Y | +96.3% | +13.1% | +83.2% | +83.2% |
| All | +204.2% | +94.7% | +109.5% | +124.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling