+122.0%
CSCO vs ARKK
-29.6%
+151.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.7% | +4.2% |
| 7D | +2.7% | -3.1% | +5.7% | +3.3% |
| 30D | -9.5% | +2.7% | -12.2% | -10.1% |
| 3M | -7.6% | +10.8% | -18.4% | -9.8% |
| 6M | +44.9% | +14.4% | +30.5% | +40.2% |
| YTD | +47.7% | +8.7% | +39.0% | +44.2% |
| 1Y | +69.1% | +6.7% | +62.3% | +65.0% |
| 3Y | +113.5% | +87.4% | +26.1% | +82.8% |
| All | +122.0% | -29.6% | +151.6% | +102.0% |
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