+331.8%
ARKK vs IAU
+220.2%
+111.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.4% |
| 7D | -3.1% | -2.0% | -1.0% | -2.4% |
| 30D | +2.7% | -1.5% | +4.2% | +3.3% |
| 3M | +10.8% | +3.3% | +7.5% | +9.8% |
| 6M | +14.4% | -16.2% | +30.6% | +20.1% |
| YTD | +8.7% | +0.7% | +8.0% | +8.7% |
| 1Y | +6.7% | +19.2% | -12.5% | +2.4% |
| 3Y | +87.4% | +124.4% | -37.0% | +48.6% |
| 5Y | -29.5% | +140.0% | -169.5% | -46.0% |
| All | +331.8% | +220.2% | +111.6% | +233.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling