+176.9%
XLE vs ARKK
+329.1%
-152.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | +0.5% | -4.7% | +5.2% | +1.5% |
| 30D | +6.6% | +3.1% | +3.5% | +5.6% |
| 3M | +12.3% | +13.8% | -1.5% | +8.3% |
| 6M | +18.4% | +14.0% | +4.4% | +13.3% |
| YTD | +47.2% | +8.0% | +39.2% | +42.3% |
| 1Y | +50.3% | +9.9% | +40.3% | +43.6% |
| 3Y | +55.3% | +90.2% | -34.9% | +24.7% |
| 5Y | +226.0% | -29.9% | +255.9% | +243.3% |
| All | +176.9% | +329.1% | -152.2% | +28.5% |
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 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