+57.3%
CL vs ARKK
+337.1%
-279.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | -0.4% |
| 7D | -2.3% | +1.4% | -3.7% | -2.4% |
| 30D | -5.5% | +5.1% | -10.6% | -5.7% |
| 3M | +0.8% | +12.7% | -11.9% | +0.2% |
| 6M | -4.2% | +13.8% | -18.0% | -4.9% |
| YTD | +13.4% | +9.9% | +3.5% | +12.7% |
| 1Y | +7.1% | +10.4% | -3.3% | +6.1% |
| 3Y | +29.0% | +93.6% | -64.6% | +21.9% |
| 5Y | +28.3% | -29.4% | +57.7% | +32.7% |
| 10Y | +57.3% | +336.9% | -279.6% | +23.8% |
| All | +57.3% | +337.1% | -279.8% | +23.8% |
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