+219.2%
CB vs ARKK
+329.1%
-109.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.5% |
| 7D | -2.8% | -4.7% | +1.9% | -2.3% |
| 30D | -2.4% | +3.1% | -5.5% | -2.8% |
| 3M | +2.8% | +13.8% | -11.0% | +1.1% |
| 6M | +4.8% | +14.0% | -9.2% | +2.7% |
| YTD | +9.2% | +8.0% | +1.2% | +7.5% |
| 1Y | +22.8% | +9.9% | +12.9% | +20.2% |
| 3Y | +71.1% | +90.2% | -19.0% | +51.6% |
| 5Y | +101.0% | -29.9% | +130.9% | +109.1% |
| All | +219.2% | +329.1% | -109.9% | +97.0% |
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