+359.8%
ARKK vs IAU
+266.9%
+92.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.0% |
| 7D | +1.4% | +0.2% | +1.2% | +1.4% |
| 30D | +5.1% | +0.2% | +4.9% | +5.1% |
| 3M | +12.7% | +3.3% | +9.5% | +12.0% |
| 6M | +13.8% | -14.6% | +28.4% | +17.2% |
| YTD | +9.9% | +1.9% | +8.1% | +10.0% |
| 1Y | +10.4% | +20.9% | -10.5% | +7.7% |
| 3Y | +93.6% | +127.5% | -33.9% | +69.7% |
| 5Y | -29.4% | +141.9% | -171.3% | -39.2% |
| 10Y | +336.9% | +222.8% | +114.1% | +291.5% |
| All | +359.8% | +266.9% | +92.9% | +326.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling