+50.9%
XYZ vs ARKK
+95.6%
-44.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.1% | -3.1% |
| 7D | +2.9% | +3.6% | -0.8% | -0.1% |
| 30D | +1.4% | +8.4% | -7.0% | -5.3% |
| 3M | +14.6% | +13.4% | +1.1% | +2.5% |
| 6M | +20.8% | +18.9% | +1.9% | +3.4% |
| YTD | +23.1% | +11.9% | +11.2% | +10.5% |
| 1Y | +5.6% | +13.1% | -7.4% | -7.2% |
| 3Y | +50.9% | +97.1% | -46.2% | -21.5% |
| All | +50.9% | +95.6% | -44.7% | -21.5% |
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