-1.6%
XLY vs ARKK
-13.0%
+11.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -9.0% | +5.1% | -1.1% |
| 7D | +1.2% | -14.9% | +16.2% | +6.2% |
| 30D | +5.3% | -19.2% | +24.5% | +12.1% |
| 3M | -0.6% | -4.0% | +3.4% | -0.4% |
| 6M | +0.1% | -4.5% | +4.5% | 0.0% |
| YTD | -0.9% | -4.9% | +4.0% | -1.4% |
| 1Y | -1.6% | -13.9% | +12.3% | +1.4% |
| All | -1.6% | -13.0% | +11.4% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling