+181.4%
XOM vs ARKK
+350.7%
-169.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.9% |
| 7D | +1.9% | -4.7% | +6.5% | +2.6% |
| 30D | +4.1% | +3.1% | +1.0% | +3.4% |
| 3M | +10.4% | +13.8% | -3.4% | +7.6% |
| 6M | +13.0% | +14.0% | -0.9% | +9.5% |
| YTD | +40.1% | +8.0% | +32.1% | +36.6% |
| 1Y | +51.1% | +9.9% | +41.2% | +46.2% |
| 3Y | +57.7% | +90.2% | -32.4% | +33.2% |
| 5Y | +264.7% | -29.9% | +294.6% | +277.5% |
| 10Y | +193.1% | +329.1% | -136.0% | +50.2% |
| All | +181.4% | +350.7% | -169.4% | +36.1% |
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