-37.8%
ARKK vs GLDM
+121.8%
-159.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.5% |
| 7D | -6.6% | +4.7% | -11.2% | -8.3% |
| 30D | -14.5% | -0.9% | -13.7% | -14.2% |
| 3M | -0.4% | -4.3% | +4.0% | +1.5% |
| 6M | -5.2% | -13.4% | +8.2% | -0.5% |
| YTD | -1.9% | -5.8% | +3.9% | +0.8% |
| 1Y | -6.7% | +2.1% | -8.8% | -5.9% |
| 3Y | +89.7% | +105.0% | -15.3% | +53.0% |
| All | -37.8% | +121.8% | -159.6% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling