+134.7%
CEG vs ARKK
+90.5%
+44.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | +0.2% |
| 7D | +12.1% | -0.6% | +12.7% | +12.6% |
| 30D | +0.2% | -11.2% | +11.5% | +6.1% |
| 3M | +0.7% | -9.2% | +9.9% | +4.7% |
| 6M | +2.2% | -3.9% | +6.2% | +2.5% |
| YTD | -20.3% | -2.5% | -17.8% | -21.4% |
| 1Y | -16.1% | -2.7% | -13.4% | -17.1% |
| 3Y | +134.7% | +87.9% | +46.8% | +73.4% |
| All | +134.7% | +90.5% | +44.2% | +73.4% |
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