-28.1%
ARKK vs GNRC
-58.7%
+30.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.9% | -2.3% | -0.8% |
| 7D | -3.1% | -0.2% | -2.9% | -3.0% |
| 30D | +2.7% | -15.7% | +18.4% | +11.4% |
| 3M | +10.8% | -27.3% | +38.1% | +27.2% |
| 6M | +14.4% | -12.1% | +26.4% | +16.2% |
| YTD | +8.7% | +37.1% | -28.5% | -15.0% |
| 1Y | +6.7% | -0.5% | +7.2% | -1.9% |
| 3Y | +87.4% | +61.5% | +25.9% | +24.7% |
| All | -28.1% | -58.7% | +30.6% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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