+143.7%
XLC vs ARKK
+89.4%
+54.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | +0.5% | -3.1% | +3.6% | +1.6% |
| 30D | +2.1% | +2.7% | -0.6% | +0.9% |
| 3M | +0.7% | +10.8% | -10.1% | -3.6% |
| 6M | -3.2% | +14.4% | -17.6% | -8.9% |
| YTD | -3.8% | +8.7% | -12.5% | -8.3% |
| 1Y | -2.0% | +6.7% | -8.8% | -6.7% |
| 3Y | +71.4% | +87.4% | -16.0% | +25.4% |
| 5Y | +40.7% | -29.5% | +70.1% | +42.7% |
| All | +143.7% | +89.4% | +54.3% | +29.0% |
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