+359.8%
ARKK vs OMC
+62.0%
+297.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.7% | -0.2% |
| 7D | +1.4% | -4.2% | +5.6% | +3.4% |
| 30D | +5.1% | -7.5% | +12.6% | +8.6% |
| 3M | +12.7% | +4.6% | +8.1% | +9.3% |
| 6M | +13.8% | -4.8% | +18.7% | +15.1% |
| YTD | +9.9% | -1.0% | +11.0% | +7.8% |
| 1Y | +10.4% | +3.8% | +6.6% | +4.8% |
| 3Y | +93.6% | +10.2% | +83.4% | +76.9% |
| 5Y | -29.4% | +29.7% | -59.1% | -39.6% |
| 10Y | +336.9% | +32.3% | +304.6% | +253.5% |
| All | +359.8% | +62.0% | +297.7% | +216.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling