+277.9%
XLY vs ARKK
+353.6%
-75.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.6% |
| 7D | -1.7% | -3.1% | +1.4% | -0.4% |
| 30D | -4.2% | +2.7% | -6.9% | -5.5% |
| 3M | -2.7% | +10.8% | -13.4% | -7.5% |
| 6M | -0.6% | +14.4% | -15.0% | -7.3% |
| YTD | -5.0% | +8.7% | -13.7% | -9.9% |
| 1Y | -4.1% | +6.7% | -10.8% | -9.0% |
| 3Y | +33.6% | +87.4% | -53.8% | -4.9% |
| 5Y | +28.7% | -29.5% | +58.2% | +30.3% |
| 10Y | +219.6% | +331.8% | -112.2% | +29.4% |
| All | +277.9% | +353.6% | -75.7% | +46.5% |
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