+99.4%
CB vs ARKK
-29.1%
+128.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.3% |
| 7D | -0.5% | +1.4% | -1.9% | -0.6% |
| 30D | -3.1% | +5.1% | -8.2% | -3.2% |
| 3M | +4.2% | +12.7% | -8.6% | +3.7% |
| 6M | +4.7% | +13.8% | -9.1% | +4.1% |
| YTD | +8.8% | +9.9% | -1.1% | +8.3% |
| 1Y | +22.6% | +10.4% | +12.2% | +21.8% |
| 3Y | +70.6% | +93.6% | -23.0% | +62.1% |
| 5Y | +99.4% | -29.4% | +128.8% | +96.3% |
| All | +99.4% | -29.1% | +128.5% | +96.3% |
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