+747.6%
COST vs ARKK
+353.6%
+394.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.4% | +0.1% |
| 7D | -1.2% | -3.1% | +1.9% | -0.6% |
| 30D | -4.7% | +2.7% | -7.4% | -5.4% |
| 3M | -7.1% | +10.8% | -17.9% | -9.4% |
| 6M | -8.5% | +14.4% | -22.9% | -11.9% |
| YTD | +5.4% | +8.7% | -3.3% | +2.3% |
| 1Y | -5.6% | +6.7% | -12.4% | -8.6% |
| 3Y | +68.5% | +87.4% | -18.9% | +39.5% |
| 5Y | +105.2% | -29.5% | +134.7% | +101.3% |
| 10Y | +610.7% | +331.8% | +278.9% | +317.1% |
| All | +747.6% | +353.6% | +394.0% | +387.8% |
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