+225.5%
CRWD vs ARKK
-29.6%
+255.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.4% |
| 7D | -3.0% | -3.1% | +0.1% | -1.0% |
| 30D | -6.8% | +2.7% | -9.5% | -8.6% |
| 3M | +19.6% | +10.8% | +8.8% | +11.4% |
| 6M | +87.1% | +14.4% | +72.7% | +69.1% |
| YTD | +76.4% | +8.7% | +67.8% | +64.7% |
| 1Y | +90.8% | +6.7% | +84.1% | +79.1% |
| 3Y | +380.0% | +87.4% | +292.6% | +192.1% |
| All | +225.5% | -29.6% | +255.1% | +267.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling