+213.9%
CAT vs ARKK
-35.9%
+249.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.1% | -0.3% |
| 7D | +7.4% | -0.6% | +8.1% | +7.7% |
| 30D | -19.7% | -11.2% | -8.4% | -17.0% |
| 3M | -29.6% | -9.2% | -20.4% | -27.8% |
| 6M | -33.2% | -3.9% | -29.3% | -32.7% |
| YTD | +5.7% | -2.5% | +8.2% | +5.8% |
| 1Y | +9.3% | -2.7% | +12.1% | +9.6% |
| 3Y | +158.3% | +87.9% | +70.4% | +121.1% |
| All | +213.9% | -35.9% | +249.8% | +172.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling