+87.9%
ARKK vs GLDM
+99.9%
-12.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | -0.6% | -4.6% | +4.0% | +1.4% |
| 30D | -11.2% | -5.5% | -5.8% | -9.1% |
| 3M | -9.2% | -10.9% | +1.7% | -4.7% |
| 6M | -3.9% | -17.3% | +13.4% | +3.1% |
| YTD | -2.5% | -10.2% | +7.6% | +2.9% |
| 1Y | -2.7% | -6.9% | +4.2% | +1.8% |
| 3Y | +87.9% | +98.7% | -10.8% | +30.2% |
| All | +87.9% | +99.9% | -12.0% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 3y: compounded portfolio wealth divided by compounded GLDM 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…
3y analysis · Full analysis span regression · 6 months rolling