+501.8%
GDXJ vs ARKK
+350.7%
+151.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -3.5% |
| 7D | -6.2% | -4.7% | -1.5% | -4.9% |
| 30D | +4.6% | +3.1% | +1.6% | +3.9% |
| 3M | +31.3% | +13.8% | +17.5% | +27.1% |
| 6M | -10.7% | +14.0% | -24.6% | -13.1% |
| YTD | +9.1% | +8.0% | +1.1% | +7.6% |
| 1Y | +44.1% | +9.9% | +34.2% | +41.5% |
| 3Y | +285.4% | +90.2% | +195.2% | +221.7% |
| 5Y | +228.4% | -29.9% | +258.3% | +228.3% |
| 10Y | +226.5% | +329.1% | -102.6% | +145.0% |
| All | +501.8% | +350.7% | +151.0% | +357.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling