+32.0%
XLP vs ARKK
-29.5%
+61.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.4% | +3.6% | -5.1% | -1.6% |
| 30D | -1.3% | +8.4% | -9.7% | -1.8% |
| 3M | +1.8% | +13.4% | -11.6% | +1.0% |
| 6M | -0.8% | +18.9% | -19.7% | -2.1% |
| YTD | +9.5% | +11.9% | -2.4% | +8.4% |
| 1Y | +7.2% | +13.1% | -5.9% | +5.8% |
| 3Y | +27.1% | +97.1% | -69.9% | +18.5% |
| 5Y | +32.0% | -27.8% | +59.8% | +21.2% |
| All | +32.0% | -29.5% | +61.5% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling