+227.7%
XLE vs ARKK
-29.1%
+256.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.0% |
| 7D | +0.3% | +1.4% | -1.1% | +0.2% |
| 30D | +8.5% | +5.1% | +3.4% | +7.8% |
| 3M | +14.6% | +12.7% | +1.9% | +12.7% |
| 6M | +17.6% | +13.8% | +3.7% | +15.0% |
| YTD | +48.1% | +9.9% | +38.2% | +45.3% |
| 1Y | +53.8% | +10.4% | +43.4% | +50.4% |
| 3Y | +56.2% | +93.6% | -37.4% | +39.2% |
| 5Y | +227.7% | -29.4% | +257.1% | +218.6% |
| All | +227.7% | -29.1% | +256.8% | +218.6% |
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