+331.8%
ARKK vs XRT
+128.2%
+203.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.7% |
| 7D | -3.1% | -3.2% | +0.1% | -0.1% |
| 30D | +2.7% | -4.5% | +7.2% | +7.1% |
| 3M | +10.8% | -3.1% | +13.8% | +13.4% |
| 6M | +14.4% | +4.2% | +10.1% | +9.3% |
| YTD | +8.7% | -0.1% | +8.8% | +8.0% |
| 1Y | +6.7% | -3.0% | +9.8% | +9.0% |
| 3Y | +87.4% | +41.8% | +45.6% | +37.0% |
| 5Y | -29.5% | -1.3% | -28.2% | -27.9% |
| All | +331.8% | +128.2% | +203.6% | +115.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling