+41.0%
CLS vs ARKK
+10.0%
+31.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.6% | +5.9% | +6.0% |
| 7D | +10.9% | -3.1% | +14.0% | +14.3% |
| 30D | +2.1% | +2.7% | -0.6% | -0.4% |
| 3M | -10.2% | +10.8% | -20.9% | -18.3% |
| 6M | +30.4% | +14.4% | +16.0% | +14.6% |
| YTD | +17.2% | +8.7% | +8.6% | +7.6% |
| 1Y | +41.0% | +6.7% | +34.3% | +34.2% |
| All | +41.0% | +10.0% | +31.0% | +34.2% |
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