+322.1%
CORZ vs ARKK
+55.5%
+266.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +2.9% | +3.0% |
| 7D | +23.5% | -0.6% | +24.1% | +24.4% |
| 30D | +7.5% | -11.2% | +18.7% | +23.1% |
| 3M | -26.6% | -9.2% | -17.4% | -18.0% |
| 6M | -39.5% | -3.9% | -35.6% | -36.6% |
| YTD | -0.3% | -2.5% | +2.2% | +3.5% |
| 1Y | -4.2% | -2.7% | -1.5% | 0.0% |
| All | +322.1% | +55.5% | +266.6% | +156.2% |
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