+141.4%
XLC vs ARKK
+95.0%
+46.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +0.6% | +3.6% | -3.0% | -0.7% |
| 30D | +0.2% | +8.4% | -8.1% | -2.9% |
| 3M | +0.6% | +13.4% | -12.8% | -4.5% |
| 6M | -4.5% | +18.9% | -23.4% | -11.4% |
| YTD | -4.7% | +11.9% | -16.6% | -10.1% |
| 1Y | -1.7% | +13.1% | -14.7% | -8.3% |
| 3Y | +72.3% | +97.1% | -24.8% | +23.8% |
| 5Y | +37.8% | -27.8% | +65.5% | +38.6% |
| All | +141.4% | +95.0% | +46.3% | +26.5% |
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