+1,485.5%
CDNS vs ARKK
+358.9%
+1,126.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +1.9% | +1.1% |
| 7D | -7.2% | +1.4% | -8.6% | -7.9% |
| 30D | -14.3% | +5.1% | -19.4% | -16.5% |
| 3M | -27.2% | +12.7% | -39.9% | -31.8% |
| 6M | -4.5% | +13.8% | -18.3% | -11.2% |
| YTD | -9.0% | +9.9% | -18.9% | -14.1% |
| 1Y | -21.3% | +10.4% | -31.7% | -26.4% |
| 3Y | +19.6% | +93.6% | -74.0% | -19.9% |
| 5Y | +71.5% | -29.4% | +100.9% | +85.0% |
| 10Y | +1,036.6% | +336.9% | +699.7% | +307.7% |
| All | +1,485.5% | +358.9% | +1,126.6% | +449.3% |
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 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