+331.8%
ARKK vs GFI
+1,066.8%
-735.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.8% |
| 7D | -3.1% | -4.9% | +1.8% | -2.6% |
| 30D | +2.7% | +10.7% | -8.0% | +1.7% |
| 3M | +10.8% | +25.6% | -14.9% | +8.1% |
| 6M | +14.4% | -8.3% | +22.6% | +14.7% |
| YTD | +8.7% | +6.3% | +2.4% | +7.4% |
| 1Y | +6.7% | +22.1% | -15.3% | +4.0% |
| 3Y | +87.4% | +289.2% | -201.8% | +63.2% |
| 5Y | -29.5% | +531.7% | -561.1% | -41.7% |
| All | +331.8% | +1,066.8% | -735.0% | +271.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 10y: compounded portfolio wealth divided by compounded GFI 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…
10y analysis · Full analysis span regression · 6 months rolling