+128.3%
ARKK vs OTIS
+91.3%
+37.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | -0.4% |
| 7D | -3.1% | -3.0% | -0.1% | -1.5% |
| 30D | +2.7% | -6.0% | +8.7% | +6.2% |
| 3M | +10.8% | -0.9% | +11.6% | +10.6% |
| 6M | +14.4% | -17.3% | +31.7% | +26.3% |
| YTD | +8.7% | -19.6% | +28.2% | +21.1% |
| 1Y | +6.7% | -21.0% | +27.8% | +20.1% |
| 3Y | +87.4% | -12.1% | +99.5% | +93.0% |
| 5Y | -29.5% | -17.1% | -12.4% | -27.9% |
| All | +128.3% | +91.3% | +37.1% | +96.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling