+27.7%
CL vs ARKK
+91.2%
-63.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | -0.5% |
| 7D | -2.3% | +1.4% | -3.7% | -2.2% |
| 30D | -5.5% | +5.1% | -10.6% | -5.2% |
| 3M | +0.8% | +12.7% | -11.9% | +1.6% |
| 6M | -4.2% | +13.8% | -18.0% | -3.4% |
| YTD | +13.4% | +9.9% | +3.5% | +14.3% |
| 1Y | +7.1% | +10.4% | -3.3% | +7.9% |
| All | +27.7% | +91.2% | -63.5% | +29.3% |
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 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