+176.0%
COP vs ARKK
+358.9%
-182.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.5% |
| 7D | -0.5% | +1.4% | -1.9% | -0.9% |
| 30D | +11.7% | +5.1% | +6.6% | +10.1% |
| 3M | +17.7% | +12.7% | +4.9% | +13.2% |
| 6M | +18.3% | +13.8% | +4.5% | +12.5% |
| YTD | +49.1% | +9.9% | +39.1% | +42.5% |
| 1Y | +53.3% | +10.4% | +42.9% | +45.4% |
| 3Y | +22.2% | +93.6% | -71.4% | -5.4% |
| 5Y | +193.3% | -29.4% | +222.7% | +210.0% |
| 10Y | +340.2% | +336.9% | +3.4% | +50.5% |
| All | +176.0% | +358.9% | -182.9% | -15.5% |
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