+332.7%
CAT vs ARKK
-29.1%
+361.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +0.9% | -0.4% |
| 7D | +2.9% | +1.4% | +1.5% | +2.5% |
| 30D | -2.6% | +5.1% | -7.8% | -4.0% |
| 3M | -10.7% | +12.7% | -23.4% | -13.7% |
| 6M | +16.1% | +13.8% | +2.3% | +11.6% |
| YTD | +43.2% | +9.9% | +33.3% | +38.8% |
| 1Y | +96.8% | +10.4% | +86.4% | +90.3% |
| 3Y | +201.4% | +93.6% | +107.8% | +152.3% |
| 5Y | +332.7% | -29.4% | +362.0% | +298.2% |
| All | +332.7% | -29.1% | +361.7% | +298.2% |
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