+198.1%
XLV vs ARKK
+353.6%
-155.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -3.6% | -3.1% | -0.5% | -2.9% |
| 30D | -1.8% | +2.7% | -4.5% | -2.5% |
| 3M | +7.8% | +10.8% | -3.0% | +5.0% |
| 6M | +9.1% | +14.4% | -5.3% | +5.2% |
| YTD | +7.7% | +8.7% | -0.9% | +4.7% |
| 1Y | +20.4% | +6.7% | +13.7% | +16.8% |
| 3Y | +30.8% | +87.4% | -56.6% | +7.6% |
| 5Y | +34.6% | -29.5% | +64.1% | +39.0% |
| 10Y | +173.4% | +331.8% | -158.4% | +19.0% |
| All | +198.1% | +353.6% | -155.5% | +23.8% |
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