+368.8%
ARKK vs OVV
-8.0%
+376.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.7% | -0.8% |
| 7D | +1.9% | +0.3% | +1.7% | +1.9% |
| 30D | +13.2% | +11.7% | +1.4% | +11.0% |
| 3M | +7.7% | +9.8% | -2.1% | +5.5% |
| 6M | +15.1% | +26.6% | -11.5% | +9.4% |
| YTD | +12.1% | +67.0% | -54.9% | +1.3% |
| 1Y | +14.9% | +55.9% | -41.0% | +4.8% |
| 3Y | +99.3% | +45.5% | +53.8% | +81.7% |
| 5Y | -29.9% | +157.3% | -187.3% | -42.3% |
| 10Y | +351.6% | +65.0% | +286.6% | +218.3% |
| All | +368.8% | -8.0% | +376.8% | +223.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling