+359.8%
ARKK vs GSK
+93.3%
+266.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +1.4% | -3.6% | +5.0% | +2.8% |
| 30D | +5.1% | -5.9% | +11.0% | +7.4% |
| 3M | +12.7% | -4.3% | +17.0% | +14.0% |
| 6M | +13.8% | -10.8% | +24.6% | +18.0% |
| YTD | +9.9% | +1.8% | +8.1% | +7.6% |
| 1Y | +10.4% | +23.5% | -13.1% | -0.7% |
| 3Y | +93.6% | +49.5% | +44.1% | +53.8% |
| 5Y | -29.4% | +49.7% | -79.0% | -45.4% |
| 10Y | +336.9% | +81.9% | +254.9% | +200.6% |
| All | +359.8% | +93.3% | +266.5% | +196.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling