+215.0%
GLD vs ARKK
+331.8%
-116.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | -2.0% | -3.1% | +1.1% | -1.8% |
| 30D | -1.5% | +2.7% | -4.2% | -1.7% |
| 3M | +3.2% | +10.8% | -7.5% | +2.7% |
| 6M | -16.3% | +14.4% | -30.7% | -16.8% |
| YTD | +0.6% | +8.7% | -8.0% | +0.1% |
| 1Y | +19.1% | +6.7% | +12.4% | +18.5% |
| 3Y | +123.5% | +87.4% | +36.1% | +117.5% |
| 5Y | +138.5% | -29.5% | +168.0% | +137.5% |
| All | +215.0% | +331.8% | -116.8% | +219.2% |
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 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