+368.8%
ARKK vs GEN
+231.2%
+137.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.2% |
| 7D | +1.9% | -1.2% | +3.1% | +2.4% |
| 30D | +13.2% | +10.1% | +3.0% | +8.9% |
| 3M | +7.7% | +16.1% | -8.4% | +1.2% |
| 6M | +15.1% | +38.9% | -23.8% | -0.2% |
| YTD | +12.1% | +14.4% | -2.3% | +4.7% |
| 1Y | +14.9% | +5.9% | +9.1% | +10.6% |
| 3Y | +99.3% | +58.8% | +40.5% | +62.8% |
| 5Y | -29.9% | +24.7% | -54.6% | -38.7% |
| 10Y | +351.6% | +163.1% | +188.5% | +187.8% |
| All | +368.8% | +231.2% | +137.6% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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