+97.1%
ARKK vs OVV
+47.2%
+49.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | +0.1% |
| 7D | +3.6% | -3.7% | +7.3% | +4.6% |
| 30D | +8.4% | +8.0% | +0.4% | +6.1% |
| 3M | +13.4% | +11.3% | +2.2% | +9.4% |
| 6M | +18.9% | +24.0% | -5.1% | +9.1% |
| YTD | +11.9% | +65.3% | -53.4% | -8.1% |
| 1Y | +13.1% | +60.2% | -47.1% | -6.8% |
| 3Y | +97.1% | +46.9% | +50.1% | +57.7% |
| All | +97.1% | +47.2% | +49.8% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling