+331.8%
ARKK vs GIS
-19.5%
+351.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | -3.1% | -6.4% | +3.3% | -3.2% |
| 30D | +2.7% | -6.1% | +8.8% | +2.6% |
| 3M | +10.8% | +7.8% | +2.9% | +10.8% |
| 6M | +14.4% | -8.8% | +23.2% | +14.3% |
| YTD | +8.7% | -19.1% | +27.8% | +8.5% |
| 1Y | +6.7% | -24.8% | +31.5% | +6.7% |
| 3Y | +87.4% | -37.6% | +125.0% | +87.1% |
| 5Y | -29.5% | -25.4% | -4.0% | -32.2% |
| All | +331.8% | -19.5% | +351.3% | +315.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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