-69.3%
CPNG vs ARKK
-32.5%
-36.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.4% | +2.7% |
| 7D | -1.1% | -3.1% | +2.0% | +0.7% |
| 30D | -7.4% | +2.7% | -10.1% | -9.2% |
| 3M | -12.3% | +10.8% | -23.1% | -18.4% |
| 6M | -19.4% | +14.4% | -33.8% | -26.9% |
| YTD | -35.9% | +8.7% | -44.6% | -40.3% |
| 1Y | -53.4% | +6.7% | -60.1% | -56.8% |
| 3Y | -20.0% | +87.4% | -107.4% | -53.9% |
| 5Y | -49.6% | -29.5% | -20.1% | -48.2% |
| All | -69.3% | -32.5% | -36.8% | -69.5% |
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 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