+226.7%
GDX vs ARKK
-31.2%
+257.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -3.0% |
| 7D | -5.4% | -4.7% | -0.7% | -4.3% |
| 30D | +6.6% | +3.1% | +3.5% | +5.9% |
| 3M | +30.1% | +13.8% | +16.3% | +26.7% |
| 6M | -7.1% | +14.0% | -21.1% | -9.3% |
| YTD | +12.0% | +8.0% | +4.0% | +10.4% |
| 1Y | +41.2% | +9.9% | +31.3% | +38.8% |
| 3Y | +251.0% | +90.2% | +160.8% | +207.2% |
| 5Y | +226.7% | -29.9% | +256.6% | +193.1% |
| All | +226.7% | -31.2% | +257.9% | +193.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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