+69.1%
CSCO vs ARKK
+10.0%
+59.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.7% | +4.2% |
| 7D | +2.7% | -3.1% | +5.7% | +3.4% |
| 30D | -9.5% | +2.7% | -12.2% | -10.1% |
| 3M | -7.6% | +10.8% | -18.4% | -9.9% |
| 6M | +44.9% | +14.4% | +30.5% | +39.8% |
| YTD | +47.7% | +8.7% | +39.0% | +42.9% |
| 1Y | +69.1% | +6.7% | +62.3% | +63.9% |
| All | +69.1% | +10.0% | +59.1% | +63.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling