+49.9%
XLE vs ARKK
-5.7%
+55.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | -7.2% | -6.7% | -0.5% | -8.1% |
| 30D | +0.1% | -13.4% | +13.5% | -1.7% |
| 3M | +9.2% | +4.7% | +4.5% | +10.1% |
| 6M | +8.4% | +2.7% | +5.6% | +9.6% |
| YTD | +44.9% | +4.5% | +40.4% | +47.3% |
| 1Y | +49.9% | -3.7% | +53.6% | +53.2% |
| All | +49.9% | -5.7% | +55.5% | +53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling