+43.4%
CL vs ARKK
-35.9%
+79.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +1.8% |
| 7D | +3.2% | -0.6% | +3.8% | +3.2% |
| 30D | +8.0% | -11.2% | +19.3% | +7.8% |
| 3M | +7.9% | -9.2% | +17.1% | +7.7% |
| 6M | +14.7% | -3.9% | +18.7% | +14.7% |
| YTD | +29.2% | -2.5% | +31.7% | +29.2% |
| 1Y | +29.5% | -2.7% | +32.3% | +29.5% |
| 3Y | +40.7% | +87.9% | -47.2% | +39.8% |
| All | +43.4% | -35.9% | +79.2% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling