+118.1%
COF vs ARKK
+89.0%
+29.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | -0.1% | +0.3% |
| 7D | -5.1% | -3.1% | -2.1% | -3.8% |
| 30D | -6.0% | +2.7% | -8.7% | -7.4% |
| 3M | +14.8% | +10.8% | +4.1% | +8.8% |
| 6M | +15.3% | +14.4% | +1.0% | +6.8% |
| YTD | -13.0% | +8.7% | -21.7% | -17.7% |
| 1Y | -5.7% | +6.7% | -12.5% | -11.0% |
| 3Y | +118.1% | +87.4% | +30.7% | +57.4% |
| All | +118.1% | +89.0% | +29.1% | +57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling