+444.5%
CORZ vs ARKK
+78.5%
+366.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +4.9% |
| 7D | +16.6% | +3.6% | +12.9% | +12.5% |
| 30D | -10.9% | +8.4% | -19.2% | -18.4% |
| 3M | -31.0% | +13.4% | -44.5% | -39.7% |
| 6M | +26.0% | +18.9% | +7.1% | +4.2% |
| YTD | +28.6% | +11.9% | +16.7% | +14.1% |
| 1Y | +34.5% | +13.1% | +21.4% | +16.2% |
| All | +444.5% | +78.5% | +366.0% | +182.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling