+15.7%
GS vs ARKK
-4.9%
+20.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -0.1% |
| 7D | +5.1% | +4.6% | +0.6% | +2.7% |
| 30D | +2.4% | -12.2% | +14.7% | +9.1% |
| 3M | -11.5% | -6.0% | -5.5% | -9.5% |
| 6M | -2.5% | -2.2% | -0.3% | -2.9% |
| YTD | +5.5% | -0.5% | +6.0% | +2.6% |
| All | +15.7% | -4.9% | +20.5% | +12.5% |
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