+74.6%
CLF vs ARKK
+293.0%
-218.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -2.1% |
| 7D | +10.4% | -0.6% | +11.0% | +10.8% |
| 30D | +0.6% | -11.2% | +11.8% | +7.8% |
| 3M | +4.1% | -9.2% | +13.3% | +9.6% |
| 6M | +15.1% | -3.9% | +19.0% | +16.2% |
| YTD | -4.7% | -2.5% | -2.2% | -5.5% |
| 1Y | +20.4% | -2.7% | +23.1% | +19.5% |
| 3Y | -23.4% | +87.9% | -111.3% | -48.9% |
| 5Y | -43.3% | -35.7% | -7.6% | -32.3% |
| All | +74.6% | +293.0% | -218.4% | -65.5% |
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