+131.0%
ARKK vs OTIS
+91.8%
+39.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.2% |
| 7D | +1.4% | -2.2% | +3.6% | +2.6% |
| 30D | +5.1% | -4.3% | +9.4% | +7.6% |
| 3M | +12.7% | -2.2% | +14.9% | +13.5% |
| 6M | +13.8% | -19.9% | +33.7% | +28.0% |
| YTD | +9.9% | -19.3% | +29.3% | +22.4% |
| 1Y | +10.4% | -19.6% | +30.0% | +22.9% |
| 3Y | +93.6% | -11.5% | +105.1% | +98.7% |
| 5Y | -29.4% | -16.8% | -12.6% | -28.0% |
| All | +131.0% | +91.8% | +39.2% | +98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling