+368.0%
ARKK vs XRT
+128.2%
+239.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +1.8% |
| 7D | +3.6% | -0.3% | +3.9% | +3.8% |
| 30D | +8.4% | -5.6% | +14.0% | +14.1% |
| 3M | +13.4% | +2.5% | +10.9% | +10.1% |
| 6M | +18.9% | +3.7% | +15.2% | +14.3% |
| YTD | +11.9% | +1.0% | +10.9% | +10.2% |
| 1Y | +13.1% | -1.2% | +14.3% | +13.5% |
| 3Y | +97.1% | +43.4% | +53.7% | +44.3% |
| 5Y | -27.8% | -0.7% | -27.0% | -26.2% |
| 10Y | +338.5% | +123.7% | +214.8% | +122.2% |
| All | +368.0% | +128.2% | +239.8% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling