+632.4%
GEV vs ARKK
+64.6%
+567.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.2% |
| 7D | +1.6% | -3.1% | +4.7% | +3.7% |
| 30D | -7.9% | +2.7% | -10.7% | -9.9% |
| 3M | +5.6% | +10.8% | -5.1% | -1.7% |
| 6M | +13.1% | +14.4% | -1.3% | +2.2% |
| YTD | +46.7% | +8.7% | +38.1% | +36.3% |
| 1Y | +51.3% | +6.7% | +44.6% | +41.5% |
| All | +632.4% | +64.6% | +567.9% | +412.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling