+87.4%
ARKK vs XHB
+23.1%
+64.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.5% |
| 7D | -3.1% | -4.6% | +1.6% | +0.2% |
| 30D | +2.7% | -9.1% | +11.8% | +9.9% |
| 3M | +10.8% | -8.6% | +19.3% | +17.2% |
| 6M | +14.4% | -4.0% | +18.4% | +16.2% |
| YTD | +8.7% | -3.9% | +12.6% | +9.1% |
| 1Y | +6.7% | -16.5% | +23.2% | +19.6% |
| 3Y | +87.4% | +22.6% | +64.8% | +32.7% |
| All | +87.4% | +23.1% | +64.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling