-34.4%
ARKK vs OVV
+101.5%
-135.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -3.1% |
| 7D | +4.6% | +6.5% | -2.0% | +2.7% |
| 30D | -12.2% | -2.7% | -9.6% | -11.9% |
| 3M | -6.0% | +3.1% | -9.1% | -7.4% |
| 6M | -2.2% | +12.8% | -15.0% | -7.0% |
| YTD | -0.5% | +68.1% | -68.7% | -18.2% |
| 1Y | -6.0% | +73.6% | -79.6% | -23.7% |
| 3Y | +92.5% | +57.6% | +35.0% | +56.1% |
| 5Y | -34.4% | +104.5% | -138.9% | -52.5% |
| All | -34.4% | +101.5% | -135.9% | -52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling