+359.8%
ARKK vs XHB
+248.9%
+110.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -0.5% |
| 7D | +1.4% | -1.9% | +3.3% | +3.0% |
| 30D | +5.1% | -8.3% | +13.4% | +13.0% |
| 3M | +12.7% | -7.1% | +19.9% | +19.0% |
| 6M | +13.8% | -5.3% | +19.1% | +17.3% |
| YTD | +9.9% | -3.2% | +13.1% | +10.1% |
| 1Y | +10.4% | -13.9% | +24.3% | +21.8% |
| 3Y | +93.6% | +24.9% | +68.7% | +50.7% |
| 5Y | -29.4% | +34.5% | -63.9% | -47.6% |
| 10Y | +336.9% | +215.5% | +121.4% | +67.9% |
| All | +359.8% | +248.9% | +110.9% | +66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling