+5.7%
XLP vs ARKK
+10.9%
-5.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.3% |
| 7D | -2.9% | +1.4% | -4.3% | -2.8% |
| 30D | -2.2% | +5.1% | -7.4% | -1.9% |
| 3M | -0.6% | +12.7% | -13.3% | +0.3% |
| 6M | -2.2% | +13.8% | -16.0% | -1.4% |
| YTD | +8.3% | +9.9% | -1.7% | +8.8% |
| 1Y | +5.7% | +10.4% | -4.7% | +6.3% |
| All | +5.7% | +10.9% | -5.2% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling