+7.7%
XYZ vs ARKK
+9.3%
-1.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | +0.3% |
| 7D | -3.7% | +1.4% | -5.1% | -4.7% |
| 30D | +0.5% | +5.1% | -4.6% | -2.9% |
| 3M | +16.3% | +12.7% | +3.5% | +6.5% |
| 6M | +21.1% | +13.8% | +7.3% | +9.9% |
| YTD | +22.0% | +9.9% | +12.1% | +12.4% |
| All | +7.7% | +9.3% | -1.7% | +0.3% |
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