+329.1%
ARKK vs OVV
+57.3%
+271.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | -4.7% | -2.9% | -1.8% | -4.2% |
| 30D | +3.1% | +0.9% | +2.2% | +2.8% |
| 3M | +13.8% | +11.0% | +2.7% | +10.9% |
| 6M | +14.0% | +22.3% | -8.3% | +8.3% |
| YTD | +8.0% | +65.1% | -57.1% | -3.5% |
| 1Y | +9.9% | +53.1% | -43.2% | -0.6% |
| 3Y | +90.2% | +46.7% | +43.4% | +70.9% |
| 5Y | -29.9% | +155.5% | -185.4% | -43.8% |
| All | +329.1% | +57.3% | +271.8% | +204.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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