+2,088.9%
CLS vs ARKK
+306.9%
+1,781.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.0% | -3.4% | -4.3% |
| 7D | +16.3% | -0.6% | +16.9% | +16.8% |
| 30D | -25.7% | -11.2% | -14.4% | -19.9% |
| 3M | -30.9% | -9.2% | -21.7% | -26.3% |
| 6M | -35.5% | -3.9% | -31.6% | -32.9% |
| YTD | -18.7% | -2.5% | -16.2% | -16.0% |
| 1Y | -17.9% | -2.7% | -15.2% | -14.6% |
| 3Y | +838.1% | +87.9% | +750.2% | +628.2% |
| 5Y | +1,971.9% | -35.7% | +2,007.6% | +2,272.7% |
| 10Y | +1,907.9% | +299.2% | +1,608.7% | +732.4% |
| All | +2,088.9% | +306.9% | +1,781.9% | +803.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling