-48.2%
CLF vs ARKK
-29.1%
-19.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.1% | -0.8% |
| 7D | -2.7% | +1.4% | -4.1% | -3.4% |
| 30D | -3.2% | +5.1% | -8.3% | -5.8% |
| 3M | -5.0% | +12.7% | -17.7% | -11.2% |
| 6M | +26.6% | +13.8% | +12.8% | +17.8% |
| YTD | -9.0% | +9.9% | -18.9% | -14.3% |
| 1Y | +11.8% | +10.4% | +1.4% | +6.1% |
| 3Y | -15.1% | +93.6% | -108.7% | -38.0% |
| 5Y | -48.2% | -29.4% | -18.8% | -49.8% |
| All | -48.2% | -29.1% | -19.1% | -49.8% |
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 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