+963.2%
XLK vs ARKK
+353.6%
+609.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | +0.2% | -3.1% | +3.3% | +1.6% |
| 30D | -0.6% | +2.7% | -3.3% | -2.1% |
| 3M | +2.6% | +10.8% | -8.2% | -2.4% |
| 6M | +34.0% | +14.4% | +19.6% | +25.2% |
| YTD | +30.7% | +8.7% | +22.0% | +24.6% |
| 1Y | +39.2% | +6.7% | +32.5% | +33.1% |
| 3Y | +120.4% | +87.4% | +33.0% | +56.0% |
| 5Y | +148.8% | -29.5% | +178.3% | +161.9% |
| 10Y | +803.3% | +331.8% | +471.5% | +229.5% |
| All | +963.2% | +353.6% | +609.6% | +270.9% |
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