+159.8%
XLB vs ARKK
+331.8%
-172.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.2% |
| 7D | -2.8% | -3.1% | +0.2% | -2.0% |
| 30D | -3.1% | +2.7% | -5.8% | -4.0% |
| 3M | -0.2% | +10.8% | -10.9% | -3.5% |
| 6M | +3.1% | +14.4% | -11.3% | -1.7% |
| YTD | +13.3% | +8.7% | +4.6% | +9.3% |
| 1Y | +12.0% | +6.7% | +5.3% | +8.0% |
| 3Y | +31.4% | +87.4% | -56.0% | +3.4% |
| 5Y | +33.9% | -29.5% | +63.4% | +36.5% |
| All | +159.8% | +331.8% | -172.0% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling