+39.3%
XLC vs ARKK
-31.2%
+70.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.2% |
| 7D | -1.7% | -4.7% | +3.0% | -0.2% |
| 30D | +0.2% | +3.1% | -2.8% | -1.0% |
| 3M | +0.7% | +13.8% | -13.1% | -4.0% |
| 6M | -4.5% | +14.0% | -18.4% | -9.4% |
| YTD | -4.7% | +8.0% | -12.7% | -8.5% |
| 1Y | -1.5% | +9.9% | -11.4% | -6.6% |
| 3Y | +72.2% | +90.2% | -17.9% | +29.5% |
| 5Y | +39.3% | -29.9% | +69.2% | +30.2% |
| All | +39.3% | -31.2% | +70.5% | +30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling