+60.5%
XOM vs ARKK
+89.0%
-28.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.4% |
| 7D | +4.1% | -3.1% | +7.2% | +4.2% |
| 30D | +4.6% | +2.7% | +1.9% | +4.5% |
| 3M | +14.0% | +10.8% | +3.2% | +13.5% |
| 6M | +11.0% | +14.4% | -3.4% | +10.1% |
| YTD | +40.7% | +8.7% | +32.0% | +40.0% |
| 1Y | +52.3% | +6.7% | +45.6% | +51.4% |
| 3Y | +60.5% | +87.4% | -26.9% | +40.9% |
| All | +60.5% | +89.0% | -28.5% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling