+283.6%
XLI vs ARKK
+358.9%
-75.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.0% |
| 7D | -0.6% | +1.4% | -2.0% | -1.0% |
| 30D | -6.9% | +5.1% | -12.1% | -8.4% |
| 3M | -1.9% | +12.7% | -14.7% | -5.7% |
| 6M | +1.0% | +13.8% | -12.8% | -3.5% |
| YTD | +11.3% | +9.9% | +1.4% | +7.1% |
| 1Y | +15.8% | +10.4% | +5.4% | +10.6% |
| 3Y | +69.8% | +93.6% | -23.8% | +32.9% |
| 5Y | +80.9% | -29.4% | +110.3% | +84.8% |
| 10Y | +257.2% | +336.9% | -79.6% | +50.1% |
| All | +283.6% | +358.9% | -75.3% | +55.3% |
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