+59.7%
GDXJ vs ARKK
+15.4%
+44.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -1.6% |
| 7D | +0.2% | +1.9% | -1.7% | -1.4% |
| 30D | +17.9% | +13.2% | +4.7% | +6.6% |
| 3M | +15.3% | +7.7% | +7.6% | +8.6% |
| 6M | -9.4% | +15.1% | -24.5% | -18.7% |
| YTD | +13.4% | +12.1% | +1.3% | +2.8% |
| 1Y | +59.7% | +14.9% | +44.7% | +49.2% |
| All | +59.7% | +15.4% | +44.2% | +49.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling