+604.3%
CEG vs ARKK
+8.5%
+595.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.6% |
| 7D | -4.8% | -3.1% | -1.7% | -3.8% |
| 30D | +2.3% | +2.7% | -0.4% | +1.2% |
| 3M | +15.6% | +10.8% | +4.8% | +11.2% |
| 6M | -5.0% | +14.4% | -19.4% | -9.8% |
| YTD | -19.0% | +8.7% | -27.7% | -22.0% |
| 1Y | -10.0% | +6.7% | -16.7% | -12.7% |
| 3Y | +163.9% | +87.4% | +76.5% | +115.7% |
| All | +604.3% | +8.5% | +595.8% | +467.2% |
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