+104.6%
CSCO vs ARKK
+87.8%
+16.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.4% |
| 7D | -1.1% | -4.7% | +3.6% | +0.1% |
| 30D | -10.8% | +3.1% | -13.8% | -11.6% |
| 3M | -9.2% | +13.8% | -23.0% | -12.4% |
| 6M | +39.5% | +14.0% | +25.6% | +34.1% |
| YTD | +41.5% | +8.0% | +33.5% | +37.4% |
| 1Y | +61.0% | +9.9% | +51.0% | +54.6% |
| All | +104.6% | +87.8% | +16.8% | +67.7% |
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 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