+184.8%
COP vs ARKK
-29.6%
+214.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.2% |
| 7D | +2.3% | -3.1% | +5.4% | +2.6% |
| 30D | +8.6% | +2.7% | +5.9% | +8.2% |
| 3M | +19.9% | +10.8% | +9.1% | +18.3% |
| 6M | +19.0% | +14.4% | +4.6% | +16.6% |
| YTD | +50.0% | +8.7% | +41.3% | +47.6% |
| 1Y | +50.5% | +6.7% | +43.8% | +48.1% |
| 3Y | +25.2% | +87.4% | -62.2% | +13.2% |
| All | +184.8% | -29.6% | +214.4% | +170.4% |
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