+535.0%
CSCO vs ARKK
+367.1%
+167.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -0.5% | +3.6% | -4.1% | -1.5% |
| 30D | -10.1% | +8.4% | -18.5% | -12.3% |
| 3M | -11.7% | +13.4% | -25.2% | -15.2% |
| 6M | +40.1% | +18.9% | +21.2% | +32.2% |
| YTD | +43.8% | +11.9% | +31.9% | +37.8% |
| 1Y | +66.6% | +13.1% | +53.5% | +58.2% |
| 3Y | +108.5% | +97.1% | +11.4% | +62.9% |
| 5Y | +114.0% | -27.8% | +141.7% | +119.9% |
| 10Y | +366.8% | +338.5% | +28.4% | +89.3% |
| All | +535.0% | +367.1% | +167.9% | +146.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling