-28.1%
ARKK vs XHB
+33.0%
-61.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.9% |
| 7D | -3.1% | -4.6% | +1.6% | +1.4% |
| 30D | +2.7% | -9.1% | +11.8% | +12.4% |
| 3M | +10.8% | -8.6% | +19.3% | +19.3% |
| 6M | +14.4% | -4.0% | +18.4% | +16.4% |
| YTD | +8.7% | -3.9% | +12.6% | +8.8% |
| 1Y | +6.7% | -16.5% | +23.2% | +23.0% |
| 3Y | +87.4% | +22.6% | +64.8% | +30.1% |
| All | -28.1% | +33.0% | -61.1% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling