+11.8%
CRM vs ARKK
+89.0%
-77.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | -4.4% | -3.1% | -1.4% | -3.3% |
| 30D | +28.1% | +2.7% | +25.4% | +26.9% |
| 3M | +48.8% | +10.8% | +38.1% | +42.4% |
| 6M | +28.3% | +14.4% | +13.9% | +20.3% |
| YTD | -6.0% | +8.7% | -14.7% | -10.3% |
| 1Y | +1.4% | +6.7% | -5.3% | -3.3% |
| 3Y | +11.8% | +87.4% | -75.6% | -16.2% |
| All | +11.8% | +89.0% | -77.2% | -16.2% |
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