-46.6%
COIN vs ARKK
-33.8%
-12.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +0.9% |
| 7D | -5.1% | -3.1% | -2.0% | -1.0% |
| 30D | +17.6% | +2.7% | +14.9% | +14.7% |
| 3M | +9.2% | +10.8% | -1.5% | -3.9% |
| 6M | -11.8% | +14.4% | -26.1% | -25.1% |
| YTD | -22.5% | +8.7% | -31.2% | -27.8% |
| 1Y | -45.9% | +6.7% | -52.6% | -48.1% |
| 3Y | +117.4% | +87.4% | +30.0% | +9.4% |
| 5Y | -29.4% | -29.5% | 0.0% | -1.1% |
| All | -46.6% | -33.8% | -12.8% | -25.7% |
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