-28.1%
ARKK vs XPO
+261.3%
-289.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -5.7% | +2.6% | -0.4% |
| 30D | +2.7% | -12.8% | +15.5% | +9.3% |
| 3M | +10.8% | -20.0% | +30.7% | +22.0% |
| 6M | +14.4% | -6.0% | +20.4% | +15.6% |
| YTD | +8.7% | +34.0% | -25.4% | -9.4% |
| 1Y | +6.7% | +35.6% | -28.8% | -12.6% |
| 3Y | +87.4% | +152.3% | -64.9% | -0.2% |
| All | -28.1% | +261.3% | -289.4% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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