+791.9%
CDE vs ARKK
+89.0%
+702.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.7% |
| 7D | -3.1% | -3.1% | 0.0% | -0.8% |
| 30D | +9.5% | +2.7% | +6.8% | +7.4% |
| 3M | +25.5% | +10.8% | +14.7% | +17.2% |
| 6M | -7.9% | +14.4% | -22.3% | -14.9% |
| YTD | +15.6% | +8.7% | +6.9% | +11.3% |
| 1Y | +34.0% | +6.7% | +27.3% | +30.5% |
| 3Y | +791.9% | +87.4% | +704.5% | +553.1% |
| All | +791.9% | +89.0% | +702.9% | +553.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling