-70.2%
CPNG vs ARKK
-33.0%
-37.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | +0.4% |
| 7D | -5.4% | -4.7% | -0.7% | -2.7% |
| 30D | -11.1% | +3.1% | -14.1% | -13.1% |
| 3M | -3.0% | +13.8% | -16.7% | -11.0% |
| 6M | -23.5% | +14.0% | -37.5% | -30.5% |
| YTD | -37.8% | +8.0% | -45.8% | -41.8% |
| 1Y | -54.3% | +9.9% | -64.3% | -58.4% |
| 3Y | -20.8% | +90.2% | -110.9% | -54.9% |
| 5Y | -51.1% | -29.9% | -21.2% | -49.6% |
| All | -70.2% | -33.0% | -37.3% | -70.3% |
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 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