+131.2%
XLE vs ARKK
+367.9%
-236.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | +2.2% | +1.9% | +0.3% | +1.7% |
| 30D | +11.8% | +13.2% | -1.4% | +8.3% |
| 3M | +9.8% | +7.7% | +2.1% | +7.1% |
| 6M | +15.6% | +15.1% | +0.5% | +10.1% |
| YTD | +45.3% | +12.1% | +33.2% | +38.8% |
| 1Y | +48.3% | +14.9% | +33.4% | +39.9% |
| 3Y | +55.4% | +99.3% | -43.9% | +21.8% |
| 5Y | +216.1% | -29.9% | +246.0% | +233.3% |
| 10Y | +178.4% | +351.6% | -173.2% | +7.2% |
| All | +131.2% | +367.9% | -236.7% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling