-20.0%
CPNG vs ARKK
+89.0%
-109.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.4% | +2.8% |
| 7D | -1.1% | -3.1% | +2.0% | 0.0% |
| 30D | -7.4% | +2.7% | -10.1% | -8.5% |
| 3M | -12.3% | +10.8% | -23.1% | -16.0% |
| 6M | -19.4% | +14.4% | -33.8% | -23.9% |
| YTD | -35.9% | +8.7% | -44.6% | -38.6% |
| 1Y | -53.4% | +6.7% | -60.1% | -55.4% |
| 3Y | -20.0% | +87.4% | -107.4% | -39.5% |
| All | -20.0% | +89.0% | -109.0% | -39.5% |
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