+1,500.5%
CIEN vs ARKK
+331.8%
+1,168.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.2% |
| 7D | +8.9% | -3.1% | +12.0% | +10.5% |
| 30D | -19.1% | +2.7% | -21.8% | -20.3% |
| 3M | -21.5% | +10.8% | -32.3% | -25.3% |
| 6M | +2.8% | +14.4% | -11.6% | -3.7% |
| YTD | +49.5% | +8.7% | +40.8% | +43.1% |
| 1Y | +163.8% | +6.7% | +157.1% | +154.9% |
| 3Y | +615.8% | +87.4% | +528.4% | +430.5% |
| 5Y | +548.4% | -29.5% | +577.8% | +581.8% |
| All | +1,500.5% | +331.8% | +1,168.7% | +376.9% |
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 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