+87.4%
ARKK vs GSK
+47.2%
+40.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | -3.5% | +0.5% | -2.8% |
| 30D | +2.7% | -3.4% | +6.2% | +3.0% |
| 3M | +10.8% | -8.1% | +18.9% | +11.4% |
| 6M | +14.4% | -11.1% | +25.5% | +15.3% |
| YTD | +8.7% | +0.7% | +7.9% | +8.4% |
| 1Y | +6.7% | +20.1% | -13.4% | +4.5% |
| 3Y | +87.4% | +46.1% | +41.3% | +71.1% |
| All | +87.4% | +47.2% | +40.2% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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