+376.1%
GLW vs ARKK
-31.2%
+407.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.6% |
| 7D | +11.7% | -4.7% | +16.4% | +13.5% |
| 30D | +2.7% | +3.1% | -0.4% | +1.4% |
| 3M | -2.8% | +13.8% | -16.6% | -6.6% |
| 6M | +20.2% | +14.0% | +6.2% | +15.7% |
| YTD | +87.3% | +8.0% | +79.3% | +82.9% |
| 1Y | +119.6% | +9.9% | +109.7% | +113.4% |
| 3Y | +453.7% | +90.2% | +363.5% | +351.9% |
| 5Y | +376.1% | -29.9% | +406.0% | +323.8% |
| All | +376.1% | -31.2% | +407.2% | +323.8% |
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 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