-31.9%
CEG vs ARKK
-5.7%
-26.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.8% | -6.7% |
| 7D | -4.8% | -6.7% | +1.9% | -2.2% |
| 30D | -8.2% | -13.4% | +5.2% | -3.0% |
| 3M | -7.9% | +4.7% | -12.6% | -10.6% |
| 6M | -23.2% | +2.7% | -26.0% | -25.4% |
| YTD | -30.1% | +4.5% | -34.6% | -32.8% |
| 1Y | -31.9% | -3.7% | -28.1% | -30.9% |
| All | -31.9% | -5.7% | -26.2% | -30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling