+86.2%
ARKK vs XRT
+39.2%
+47.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.9% |
| 7D | -4.7% | -3.6% | -1.1% | -0.9% |
| 30D | +3.1% | -6.7% | +9.7% | +10.8% |
| 3M | +13.8% | -1.4% | +15.2% | +14.4% |
| 6M | +14.0% | +1.7% | +12.2% | +10.4% |
| YTD | +8.0% | -1.5% | +9.5% | +8.2% |
| 1Y | +9.9% | -2.5% | +12.4% | +11.3% |
| All | +86.2% | +39.2% | +47.0% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling