+64.3%
XLF vs ARKK
-29.6%
+93.9%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.5% |
| 7D | -1.5% | -3.1% | +1.6% | -0.8% |
| 30D | -1.2% | +2.7% | -3.9% | -1.9% |
| 3M | +9.2% | +10.8% | -1.6% | +6.3% |
| 6M | +16.3% | +14.4% | +1.9% | +11.9% |
| YTD | +5.4% | +8.7% | -3.2% | +2.4% |
| 1Y | +7.6% | +6.7% | +0.9% | +4.4% |
| 3Y | +74.2% | +87.4% | -13.2% | +44.7% |
| All | +64.3% | -29.6% | +93.9% | +51.7% |
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