+2,905.2%
CLS vs ARKK
+367.1%
+2,538.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.7% |
| 7D | +12.8% | +3.6% | +9.2% | +10.8% |
| 30D | +3.8% | +8.4% | -4.6% | -0.4% |
| 3M | -14.6% | +13.4% | -28.1% | -19.6% |
| 6M | +32.2% | +18.9% | +13.3% | +22.0% |
| YTD | +11.6% | +11.9% | -0.3% | +5.9% |
| 1Y | +35.1% | +13.1% | +22.0% | +28.3% |
| 3Y | +1,312.5% | +97.1% | +1,215.5% | +944.9% |
| 5Y | +3,542.1% | -27.8% | +3,569.8% | +3,764.3% |
| 10Y | +2,944.0% | +338.5% | +2,605.5% | +1,085.2% |
| All | +2,905.2% | +367.1% | +2,538.1% | +1,039.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling