+1,980.9%
CLS vs ARKK
-35.9%
+2,016.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.0% | -3.4% | -4.2% |
| 7D | +16.3% | -0.6% | +16.9% | +16.8% |
| 30D | -25.7% | -11.2% | -14.4% | -19.6% |
| 3M | -30.9% | -9.2% | -21.7% | -26.1% |
| 6M | -35.5% | -3.9% | -31.6% | -32.7% |
| YTD | -18.7% | -2.5% | -16.2% | -16.0% |
| 1Y | -17.9% | -2.7% | -15.2% | -14.5% |
| 3Y | +838.1% | +87.9% | +750.2% | +639.9% |
| All | +1,980.9% | -35.9% | +2,016.7% | +1,836.4% |
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 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