+168.8%
XLB vs ARKK
+358.9%
-190.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.6% |
| 7D | -2.9% | +1.4% | -4.3% | -3.4% |
| 30D | -3.4% | +5.1% | -8.5% | -4.9% |
| 3M | +1.6% | +12.7% | -11.1% | -2.4% |
| 6M | +3.6% | +13.8% | -10.2% | -1.2% |
| YTD | +14.2% | +9.9% | +4.3% | +9.7% |
| 1Y | +15.6% | +10.4% | +5.2% | +10.2% |
| 3Y | +33.1% | +93.6% | -60.5% | +2.9% |
| 5Y | +35.1% | -29.4% | +64.4% | +37.6% |
| 10Y | +164.5% | +336.9% | -172.3% | +7.6% |
| All | +168.8% | +358.9% | -190.1% | +3.8% |
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