+8.9%
GE vs ARKK
-5.7%
+14.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.7% | +2.7% |
| 7D | +9.4% | -6.7% | +16.1% | +11.7% |
| 30D | +7.5% | -13.4% | +20.9% | +12.1% |
| 3M | -12.5% | +4.7% | -17.2% | -14.8% |
| 6M | +17.8% | +2.7% | +15.0% | +14.9% |
| YTD | +7.4% | +4.5% | +2.9% | +1.6% |
| 1Y | +8.9% | -3.7% | +12.6% | +5.5% |
| All | +8.9% | -5.7% | +14.5% | +5.5% |
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