+87.4%
ARKK vs XYL
+15.7%
+71.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.3% |
| 7D | -3.1% | +1.2% | -4.3% | -3.9% |
| 30D | +2.7% | -11.9% | +14.7% | +12.6% |
| 3M | +10.8% | -1.5% | +12.3% | +10.1% |
| 6M | +14.4% | -11.9% | +26.3% | +23.5% |
| YTD | +8.7% | -20.6% | +29.2% | +26.5% |
| 1Y | +6.7% | -23.5% | +30.3% | +28.8% |
| 3Y | +87.4% | +14.9% | +72.5% | +47.0% |
| All | +87.4% | +15.7% | +71.7% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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