+354.4%
ARKK vs XEL
+224.7%
+129.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | +2.7% | -3.9% | +6.7% | +3.7% |
| 3M | +10.8% | -2.8% | +13.6% | +11.3% |
| 6M | +14.4% | -5.4% | +19.8% | +15.4% |
| YTD | +8.7% | +3.8% | +4.9% | +6.9% |
| 1Y | +6.7% | +6.8% | -0.1% | +4.1% |
| 3Y | +87.4% | +45.6% | +41.8% | +65.8% |
| 5Y | -29.5% | +30.7% | -60.2% | -36.0% |
| 10Y | +331.8% | +151.7% | +180.1% | +272.1% |
| All | +354.4% | +224.7% | +129.7% | +277.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 all: compounded portfolio wealth divided by compounded XEL 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…
all analysis · Full analysis span regression · 6 months rolling