+247.9%
CB vs ARKK
+301.0%
-53.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +0.6% |
| 7D | 0.0% | +4.6% | -4.5% | -0.4% |
| 30D | +7.4% | -12.2% | +19.6% | +8.6% |
| 3M | +8.6% | -6.0% | +14.6% | +8.9% |
| 6M | +16.1% | -2.2% | +18.3% | +15.6% |
| YTD | +20.2% | -0.5% | +20.7% | +19.0% |
| 1Y | +27.2% | -6.0% | +33.2% | +26.7% |
| 3Y | +72.7% | +92.5% | -19.9% | +52.0% |
| 5Y | +105.9% | -34.4% | +140.3% | +115.2% |
| All | +247.9% | +301.0% | -53.0% | +126.0% |
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