+328.0%
CB vs ARKK
+306.9%
+21.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.0% | +1.3% |
| 7D | +2.9% | -0.6% | +3.6% | +3.0% |
| 30D | +7.3% | -11.2% | +18.5% | +8.5% |
| 3M | +9.4% | -9.2% | +18.6% | +10.1% |
| 6M | +19.6% | -3.9% | +23.6% | +19.3% |
| YTD | +21.5% | -2.5% | +24.0% | +20.4% |
| 1Y | +28.0% | -2.7% | +30.7% | +26.8% |
| 3Y | +74.9% | +87.9% | -13.0% | +52.9% |
| 5Y | +108.1% | -35.7% | +143.8% | +117.1% |
| 10Y | +251.8% | +299.2% | -47.4% | +95.0% |
| All | +328.0% | +306.9% | +21.1% | +126.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling