+438.8%
GS vs ARKK
+293.0%
+145.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +1.1% |
| 7D | +5.9% | -0.6% | +6.5% | +6.1% |
| 30D | +4.3% | -11.2% | +15.5% | +9.0% |
| 3M | -11.7% | -9.2% | -2.5% | -8.8% |
| 6M | -3.2% | -3.9% | +0.7% | -2.2% |
| YTD | +5.8% | -2.5% | +8.3% | +5.8% |
| 1Y | +16.0% | -2.7% | +18.7% | +16.1% |
| 3Y | +199.8% | +87.9% | +111.9% | +129.7% |
| 5Y | +155.5% | -35.7% | +191.2% | +177.0% |
| All | +438.8% | +293.0% | +145.8% | +127.3% |
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