+87.4%
ARKK vs OMC
+10.5%
+76.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | -3.1% | -4.4% | +1.3% | -1.4% |
| 30D | +2.7% | -7.6% | +10.3% | +5.8% |
| 3M | +10.8% | +4.5% | +6.2% | +7.6% |
| 6M | +14.4% | -0.3% | +14.6% | +13.3% |
| YTD | +8.7% | -0.1% | +8.8% | +7.0% |
| 1Y | +6.7% | +4.6% | +2.1% | +1.4% |
| 3Y | +87.4% | +10.5% | +76.9% | +46.0% |
| All | +87.4% | +10.5% | +76.9% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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