+52.6%
XOM vs ARKK
-5.7%
+58.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.6% |
| 7D | -7.0% | -6.7% | -0.3% | -8.4% |
| 30D | +3.2% | -13.4% | +16.6% | +0.2% |
| 3M | +10.7% | +4.7% | +6.0% | +12.2% |
| 6M | +11.6% | +2.7% | +8.9% | +13.5% |
| YTD | +43.5% | +4.5% | +39.0% | +47.5% |
| 1Y | +52.6% | -3.7% | +56.3% | +56.7% |
| All | +52.6% | -5.7% | +58.3% | +56.7% |
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