+167.8%
XLP vs ARKK
+328.6%
-160.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | +0.4% |
| 7D | +0.1% | 0.0% | 0.0% | 0.0% |
| 30D | +8.9% | -11.9% | +20.8% | +10.2% |
| 3M | +7.5% | -0.6% | +8.0% | +7.2% |
| 6M | +9.4% | -0.2% | +9.6% | +8.8% |
| YTD | +19.3% | +2.7% | +16.6% | +17.8% |
| 1Y | +21.7% | -2.2% | +23.9% | +20.8% |
| 3Y | +44.0% | +102.0% | -58.1% | +27.0% |
| 5Y | +42.8% | -33.4% | +76.2% | +44.9% |
| 10Y | +128.8% | +327.1% | -198.3% | +44.9% |
| All | +167.8% | +328.6% | -160.8% | +66.0% |
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