+66.2%
XYZ vs ARKK
+97.6%
-31.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -1.6% |
| 7D | +12.6% | -4.0% | +16.6% | +15.8% |
| 30D | +10.8% | -14.0% | +24.8% | +23.2% |
| 3M | +8.4% | -4.2% | +12.5% | +10.1% |
| 6M | +14.3% | -2.6% | +16.9% | +13.9% |
| YTD | +31.5% | +0.2% | +31.2% | +27.3% |
| 1Y | +28.1% | -6.9% | +35.0% | +31.3% |
| 3Y | +66.2% | +94.1% | -27.9% | -4.1% |
| All | +66.2% | +97.6% | -31.5% | -4.1% |
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 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