+1,916.7%
CIEN vs ARKK
+358.9%
+1,557.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.1% |
| 7D | -4.6% | +1.4% | -6.0% | -5.5% |
| 30D | -12.8% | +5.1% | -17.9% | -15.0% |
| 3M | -23.1% | +12.7% | -35.8% | -27.5% |
| 6M | +6.1% | +13.8% | -7.7% | -0.6% |
| YTD | +44.5% | +9.9% | +34.6% | +37.5% |
| 1Y | +176.6% | +10.4% | +166.2% | +162.7% |
| 3Y | +601.0% | +93.6% | +507.4% | +407.9% |
| 5Y | +509.1% | -29.4% | +538.5% | +543.1% |
| 10Y | +1,460.5% | +336.9% | +1,123.6% | +383.1% |
| All | +1,916.7% | +358.9% | +1,557.8% | +482.3% |
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