+172.4%
CEG vs ARKK
+91.2%
+81.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -0.9% |
| 7D | +1.3% | +1.4% | -0.1% | +0.5% |
| 30D | +8.8% | +5.1% | +3.7% | +5.8% |
| 3M | +17.0% | +12.7% | +4.2% | +9.2% |
| 6M | -8.7% | +13.8% | -22.5% | -15.7% |
| YTD | -16.4% | +9.9% | -26.4% | -21.7% |
| 1Y | -1.8% | +10.4% | -12.2% | -8.3% |
| All | +172.4% | +91.2% | +81.2% | +101.5% |
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 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