+87.0%
GILD vs ARKK
+353.6%
-266.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -4.8% | -3.1% | -1.8% | -4.3% |
| 30D | +5.8% | +2.7% | +3.1% | +5.2% |
| 3M | +14.9% | +10.8% | +4.2% | +12.7% |
| 6M | -0.4% | +14.4% | -14.7% | -3.1% |
| YTD | +18.5% | +8.7% | +9.9% | +16.0% |
| 1Y | +25.1% | +6.7% | +18.4% | +22.2% |
| 3Y | +105.9% | +87.4% | +18.5% | +76.9% |
| 5Y | +143.0% | -29.5% | +172.4% | +149.7% |
| 10Y | +162.4% | +331.8% | -169.4% | +18.0% |
| All | +87.0% | +353.6% | -266.6% | -18.8% |
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