-29.4%
ARKK vs OVV
+162.0%
-191.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | +1.4% | -3.8% | +5.2% | +2.5% |
| 30D | +5.1% | +1.3% | +3.8% | +4.7% |
| 3M | +12.7% | +14.3% | -1.6% | +7.6% |
| 6M | +13.8% | +21.1% | -7.3% | +5.6% |
| YTD | +9.9% | +66.0% | -56.1% | -8.2% |
| 1Y | +10.4% | +59.3% | -48.9% | -7.2% |
| 3Y | +93.6% | +47.6% | +46.0% | +61.3% |
| 5Y | -29.4% | +162.0% | -191.3% | -48.5% |
| All | -29.4% | +162.0% | -191.3% | -48.5% |
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