+238.9%
CRM vs ARKK
+331.8%
-92.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | -4.4% | -3.1% | -1.4% | -2.9% |
| 30D | +28.1% | +2.7% | +25.4% | +26.3% |
| 3M | +48.8% | +10.8% | +38.1% | +39.9% |
| 6M | +28.3% | +14.4% | +13.9% | +17.2% |
| YTD | -6.0% | +8.7% | -14.7% | -12.2% |
| 1Y | +1.4% | +6.7% | -5.3% | -5.4% |
| 3Y | +11.8% | +87.4% | -75.6% | -27.5% |
| 5Y | -2.0% | -29.5% | +27.4% | +5.3% |
| All | +238.9% | +331.8% | -92.9% | +17.8% |
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 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