+70.3%
XLI vs ARKK
+89.0%
-18.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.4% | +0.9% |
| 7D | -1.7% | -3.1% | +1.4% | -0.8% |
| 30D | -7.3% | +2.7% | -10.0% | -8.1% |
| 3M | -1.3% | +10.8% | -12.1% | -4.6% |
| 6M | +2.2% | +14.4% | -12.1% | -2.4% |
| YTD | +11.7% | +8.7% | +3.0% | +7.8% |
| 1Y | +14.3% | +6.7% | +7.5% | +10.2% |
| 3Y | +70.3% | +87.4% | -17.1% | +36.5% |
| All | +70.3% | +89.0% | -18.7% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling