+18.2%
GLD vs ARKK
+7.4%
+10.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -1.2% |
| 7D | -3.4% | -4.7% | +1.3% | -1.9% |
| 30D | -1.1% | +3.1% | -4.2% | -2.1% |
| 3M | +5.8% | +13.8% | -8.0% | +1.6% |
| 6M | -17.1% | +14.0% | -31.0% | -20.4% |
| YTD | 0.0% | +8.0% | -8.0% | -3.3% |
| 1Y | +18.2% | +9.9% | +8.3% | +14.4% |
| All | +18.2% | +7.4% | +10.8% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling