+1,044.2%
CDNS vs ARKK
+331.8%
+712.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +0.9% | +1.2% |
| 7D | -1.1% | -3.1% | +1.9% | +0.4% |
| 30D | -10.4% | +2.7% | -13.2% | -11.8% |
| 3M | -24.6% | +10.8% | -35.4% | -28.7% |
| 6M | -1.6% | +14.4% | -16.0% | -8.7% |
| YTD | -7.4% | +8.7% | -16.1% | -12.2% |
| 1Y | -18.4% | +6.7% | -25.2% | -22.4% |
| 3Y | +19.0% | +87.4% | -68.4% | -19.1% |
| 5Y | +73.4% | -29.5% | +102.9% | +88.9% |
| All | +1,044.2% | +331.8% | +712.4% | +312.5% |
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