+33.1%
CVS vs ARKK
-30.0%
+63.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | -2.0% | -4.7% | +2.7% | -1.6% |
| 30D | +1.9% | +3.1% | -1.1% | +1.6% |
| 3M | -2.2% | +13.8% | -15.9% | -3.4% |
| 6M | +26.7% | +14.0% | +12.8% | +24.8% |
| YTD | +22.9% | +8.0% | +14.9% | +21.5% |
| 1Y | +32.9% | +9.9% | +23.0% | +31.0% |
| 3Y | +62.3% | +90.2% | -27.9% | +50.1% |
| All | +33.1% | -30.0% | +63.1% | +22.6% |
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