+338.5%
COP vs ARKK
+331.8%
+6.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +2.3% | -3.1% | +5.4% | +3.0% |
| 30D | +8.6% | +2.7% | +5.9% | +7.7% |
| 3M | +19.9% | +10.8% | +9.1% | +16.2% |
| 6M | +19.0% | +14.4% | +4.6% | +13.4% |
| YTD | +50.0% | +8.7% | +41.3% | +44.3% |
| 1Y | +50.5% | +6.7% | +43.8% | +44.6% |
| 3Y | +25.2% | +87.4% | -62.2% | -0.4% |
| 5Y | +194.3% | -29.5% | +223.7% | +212.9% |
| All | +338.5% | +331.8% | +6.7% | +92.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling