-29.6%
CLS vs ARKK
-5.7%
-23.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.1% | -9.1% | -9.1% |
| 7D | -21.1% | -6.7% | -14.5% | -15.0% |
| 30D | -38.2% | -13.4% | -24.8% | -27.7% |
| 3M | -36.3% | +4.7% | -41.0% | -39.0% |
| 6M | -43.8% | +2.7% | -46.5% | -45.2% |
| YTD | -20.0% | +4.5% | -24.5% | -23.8% |
| 1Y | -29.6% | -3.7% | -25.8% | -20.4% |
| All | -29.6% | -5.7% | -23.9% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling