+50.3%
XLE vs ARKK
+7.4%
+42.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.7% |
| 7D | +0.5% | -4.7% | +5.2% | 0.0% |
| 30D | +6.6% | +3.1% | +3.5% | +6.9% |
| 3M | +12.3% | +13.8% | -1.5% | +13.5% |
| 6M | +18.4% | +14.0% | +4.4% | +19.9% |
| YTD | +47.2% | +8.0% | +39.2% | +49.2% |
| 1Y | +50.3% | +9.9% | +40.3% | +59.9% |
| All | +50.3% | +7.4% | +42.9% | +59.9% |
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