+166.5%
XLE vs ARKK
-34.0%
+200.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.5% | +4.0% | +1.8% |
| 7D | +4.4% | +4.6% | -0.2% | +3.9% |
| 30D | -4.3% | -12.2% | +8.0% | -3.1% |
| 3M | +6.0% | -6.0% | +12.0% | +6.4% |
| 6M | +13.2% | -2.2% | +15.4% | +12.7% |
| YTD | +46.7% | -0.5% | +47.3% | +45.2% |
| 1Y | +46.6% | -6.0% | +52.6% | +46.1% |
| 3Y | +69.6% | +92.5% | -23.0% | +51.2% |
| 5Y | +166.5% | -34.4% | +200.9% | +154.7% |
| All | +166.5% | -34.0% | +200.5% | +154.7% |
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