+547.1%
XYZ vs ARKK
+310.4%
+236.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.8% | +4.8% |
| 7D | -1.1% | -0.6% | -0.4% | -0.5% |
| 30D | +11.5% | -11.2% | +22.7% | +23.7% |
| 3M | +1.8% | -9.2% | +11.0% | +9.2% |
| 6M | +21.2% | -3.9% | +25.1% | +21.3% |
| YTD | +29.9% | -2.5% | +32.5% | +26.5% |
| 1Y | +35.8% | -2.7% | +38.5% | +31.4% |
| 3Y | +62.6% | +87.9% | -25.3% | -27.2% |
| 5Y | -62.8% | -35.7% | -27.1% | -44.2% |
| 10Y | +612.0% | +299.2% | +312.8% | +110.4% |
| All | +547.1% | +310.4% | +236.8% | +65.7% |
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