-3.7%
ARKK vs OTIS
-9.8%
+6.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.9% | -3.8% | +0.2% |
| 7D | -6.7% | +9.5% | -16.2% | -6.4% |
| 30D | -13.4% | +21.1% | -34.5% | -13.7% |
| 3M | +4.7% | +9.0% | -4.3% | +5.0% |
| 6M | +2.7% | +6.4% | -3.7% | +3.4% |
| YTD | +4.5% | -7.1% | +11.6% | +5.5% |
| 1Y | -3.7% | -10.1% | +6.4% | -3.0% |
| All | -3.7% | -9.8% | +6.0% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 1y: compounded portfolio wealth divided by compounded OTIS 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…
1y analysis · Full analysis span regression · 6 months rolling