+55.3%
CVS vs ARKK
+350.7%
-295.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.1% |
| 7D | -2.0% | -4.7% | +2.7% | -1.3% |
| 30D | +1.9% | +3.1% | -1.1% | +1.3% |
| 3M | -2.2% | +13.8% | -15.9% | -4.3% |
| 6M | +26.7% | +14.0% | +12.8% | +23.5% |
| YTD | +22.9% | +8.0% | +14.9% | +20.5% |
| 1Y | +32.9% | +9.9% | +23.0% | +29.6% |
| 3Y | +62.3% | +90.2% | -27.9% | +41.9% |
| 5Y | +34.2% | -29.9% | +64.1% | +36.3% |
| 10Y | +41.8% | +329.1% | -287.3% | -20.1% |
| All | +55.3% | +350.7% | -295.5% | -14.8% |
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