-28.1%
ARKK vs OMC
+30.5%
-58.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -3.1% | -4.4% | +1.3% | -0.7% |
| 30D | +2.7% | -7.6% | +10.3% | +7.0% |
| 3M | +10.8% | +4.5% | +6.2% | +6.4% |
| 6M | +14.4% | -0.3% | +14.6% | +12.7% |
| YTD | +8.7% | -0.1% | +8.8% | +5.3% |
| 1Y | +6.7% | +4.6% | +2.1% | -1.2% |
| 3Y | +87.4% | +10.5% | +76.9% | +59.0% |
| All | -28.1% | +30.5% | -58.6% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling