+142.4%
GILD vs ARKK
-29.6%
+172.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | -4.8% | -3.1% | -1.8% | -4.5% |
| 30D | +5.8% | +2.7% | +3.1% | +5.5% |
| 3M | +14.9% | +10.8% | +4.2% | +13.6% |
| 6M | -0.4% | +14.4% | -14.7% | -1.9% |
| YTD | +18.5% | +8.7% | +9.9% | +17.0% |
| 1Y | +25.1% | +6.7% | +18.4% | +23.4% |
| 3Y | +105.9% | +87.4% | +18.5% | +89.1% |
| All | +142.4% | -29.6% | +172.0% | +126.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling