+180.2%
XBI vs ARKK
+353.6%
-173.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.8% |
| 7D | -4.6% | -3.1% | -1.6% | -2.8% |
| 30D | -2.0% | +2.7% | -4.7% | -3.8% |
| 3M | +17.8% | +10.8% | +7.0% | +9.7% |
| 6M | +23.7% | +14.4% | +9.3% | +12.5% |
| YTD | +28.2% | +8.7% | +19.6% | +19.6% |
| 1Y | +64.0% | +6.7% | +57.2% | +52.6% |
| 3Y | +99.4% | +87.4% | +12.0% | +20.3% |
| 5Y | +19.3% | -29.5% | +48.8% | +32.7% |
| 10Y | +158.7% | +331.8% | -173.1% | -49.8% |
| All | +180.2% | +353.6% | -173.3% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 all: compounded portfolio wealth divided by compounded ARKK 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…
all analysis · Full analysis span regression · 6 months rolling