+140.0%
GLD vs ARKK
-29.1%
+169.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.0% |
| 7D | +0.1% | +1.4% | -1.3% | +0.1% |
| 30D | +0.2% | +5.1% | -4.9% | -0.1% |
| 3M | +3.2% | +12.7% | -9.5% | +2.5% |
| 6M | -14.6% | +13.8% | -28.5% | -15.3% |
| YTD | +1.8% | +9.9% | -8.2% | +1.1% |
| 1Y | +20.7% | +10.4% | +10.3% | +19.9% |
| 3Y | +126.5% | +93.6% | +32.9% | +121.1% |
| 5Y | +140.0% | -29.4% | +169.4% | +129.9% |
| All | +140.0% | -29.1% | +169.1% | +129.9% |
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