+281.7%
CORZ vs ARKK
+59.9%
+221.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.4% | +5.6% | +5.7% |
| 7D | -7.8% | -4.0% | -3.8% | -3.6% |
| 30D | -14.8% | -14.0% | -0.8% | +0.9% |
| 3M | -32.5% | -4.2% | -28.3% | -28.7% |
| 6M | -42.7% | -2.6% | -40.2% | -40.9% |
| YTD | -9.8% | +0.2% | -10.1% | -9.1% |
| 1Y | -31.9% | -6.9% | -25.0% | -25.6% |
| All | +281.7% | +59.9% | +221.8% | +124.9% |
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