+44.0%
XLP vs ARKK
+94.1%
-50.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | +0.9% |
| 7D | +0.1% | 0.0% | 0.0% | +0.1% |
| 30D | +8.9% | -11.9% | +20.8% | +9.0% |
| 3M | +7.5% | -0.6% | +8.0% | +7.4% |
| 6M | +9.4% | -0.2% | +9.6% | +9.3% |
| YTD | +19.3% | +2.7% | +16.6% | +18.9% |
| 1Y | +21.7% | -2.2% | +23.9% | +21.6% |
| 3Y | +44.0% | +102.0% | -58.1% | +33.9% |
| All | +44.0% | +94.1% | -50.2% | +33.9% |
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 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