+533.2%
XYZ vs ARKK
+371.8%
+161.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | +0.3% |
| 7D | -1.0% | +1.9% | -2.9% | -3.0% |
| 30D | -1.7% | +13.2% | -14.9% | -14.0% |
| 3M | +16.7% | +7.7% | +9.1% | +6.4% |
| 6M | +26.9% | +15.1% | +11.8% | +7.1% |
| YTD | +27.1% | +12.1% | +15.1% | +9.8% |
| 1Y | +9.3% | +14.9% | -5.7% | -9.9% |
| 3Y | +42.3% | +99.3% | -57.0% | -38.2% |
| 5Y | -69.3% | -29.9% | -39.4% | -56.6% |
| 10Y | +586.8% | +351.6% | +235.2% | +81.6% |
| All | +533.2% | +371.8% | +161.4% | +43.8% |
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