+147.5%
GE vs ARKK
+331.8%
-184.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -4.0% | -3.1% | -0.9% | -3.0% |
| 30D | -11.4% | +2.7% | -14.1% | -12.5% |
| 3M | -2.6% | +10.8% | -13.4% | -6.4% |
| 6M | -0.3% | +14.4% | -14.7% | -5.5% |
| YTD | +5.4% | +8.7% | -3.3% | +1.3% |
| 1Y | +15.5% | +6.7% | +8.8% | +11.1% |
| 3Y | +260.8% | +87.4% | +173.4% | +178.4% |
| 5Y | +421.6% | -29.5% | +451.1% | +430.3% |
| All | +147.5% | +331.8% | -184.3% | +15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling