+639.7%
CEG vs ARKK
+11.7%
+628.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +6.7% | +3.6% | +3.1% | +5.4% |
| 30D | +11.0% | +8.4% | +2.6% | +7.9% |
| 3M | +19.5% | +13.4% | +6.0% | +14.1% |
| 6M | -5.9% | +18.9% | -24.8% | -11.8% |
| YTD | -15.0% | +11.9% | -26.9% | -18.9% |
| 1Y | +0.6% | +13.1% | -12.4% | -4.2% |
| 3Y | +180.6% | +97.1% | +83.5% | +126.2% |
| All | +639.7% | +11.7% | +628.0% | +489.9% |
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 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