+597.9%
XYZ vs ARKK
+329.1%
+268.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +1.4% |
| 7D | -5.2% | -4.7% | -0.5% | -0.4% |
| 30D | 0.0% | +3.1% | -3.1% | -3.6% |
| 3M | +18.7% | +13.8% | +4.9% | +2.3% |
| 6M | +20.5% | +14.0% | +6.6% | +2.7% |
| YTD | +21.5% | +8.0% | +13.5% | +8.7% |
| 1Y | +7.2% | +9.9% | -2.7% | -7.7% |
| 3Y | +49.0% | +90.2% | -41.2% | -32.9% |
| 5Y | -68.1% | -29.9% | -38.2% | -54.6% |
| All | +597.9% | +329.1% | +268.8% | +102.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling