+211.8%
GE vs ARKK
+358.9%
-147.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.1% | -2.2% |
| 7D | -1.2% | +1.4% | -2.6% | -1.7% |
| 30D | -11.3% | +5.1% | -16.4% | -13.0% |
| 3M | -1.4% | +12.7% | -14.1% | -5.8% |
| 6M | +1.2% | +13.8% | -12.6% | -3.9% |
| YTD | +5.9% | +9.9% | -4.0% | +1.4% |
| 1Y | +18.4% | +10.4% | +8.0% | +12.5% |
| 3Y | +271.0% | +93.6% | +177.4% | +181.8% |
| 5Y | +417.9% | -29.4% | +447.3% | +426.3% |
| 10Y | +152.0% | +336.9% | -184.9% | +3.3% |
| All | +211.8% | +358.9% | -147.1% | +22.2% |
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 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