+172.0%
XLU vs ARKK
+353.6%
-181.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -1.6% | -3.1% | +1.5% | -1.2% |
| 30D | -3.3% | +2.7% | -6.0% | -3.7% |
| 3M | -3.2% | +10.8% | -13.9% | -4.6% |
| 6M | -7.0% | +14.4% | -21.3% | -8.9% |
| YTD | +0.6% | +8.7% | -8.0% | -1.0% |
| 1Y | +2.4% | +6.7% | -4.3% | +0.7% |
| 3Y | +46.3% | +87.4% | -41.1% | +31.1% |
| 5Y | +44.0% | -29.5% | +73.4% | +43.4% |
| 10Y | +140.1% | +331.8% | -191.7% | +72.4% |
| All | +172.0% | +353.6% | -181.6% | +87.5% |
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