+107.7%
COST vs ARKK
-29.6%
+137.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.4% | +0.2% |
| 7D | -1.2% | -3.1% | +1.9% | -0.7% |
| 30D | -4.7% | +2.7% | -7.4% | -5.3% |
| 3M | -7.1% | +10.8% | -17.9% | -9.0% |
| 6M | -8.5% | +14.4% | -22.9% | -11.3% |
| YTD | +5.4% | +8.7% | -3.3% | +2.8% |
| 1Y | -5.6% | +6.7% | -12.4% | -8.1% |
| 3Y | +68.5% | +87.4% | -18.9% | +42.2% |
| All | +107.7% | -29.6% | +137.3% | +92.3% |
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