+457.2%
GS vs ARKK
+306.7%
+150.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.3% |
| 7D | +1.6% | -4.0% | +5.6% | +3.1% |
| 30D | +1.7% | -14.0% | +15.6% | +7.5% |
| 3M | -11.6% | -4.2% | -7.4% | -10.6% |
| 6M | -1.9% | -2.6% | +0.7% | -1.5% |
| YTD | +5.1% | +0.2% | +4.8% | +4.0% |
| 1Y | +16.4% | -6.9% | +23.3% | +18.3% |
| 3Y | +199.0% | +94.1% | +104.9% | +126.3% |
| 5Y | +157.4% | -32.7% | +190.2% | +174.1% |
| 10Y | +457.2% | +308.8% | +148.4% | +131.1% |
| All | +457.2% | +306.7% | +150.6% | +131.1% |
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