-28.3%
ON vs ARKK
+87.8%
-116.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | +0.1% |
| 7D | -4.7% | -4.7% | 0.0% | -1.6% |
| 30D | -13.5% | +3.1% | -16.5% | -15.7% |
| 3M | -36.3% | +13.8% | -50.1% | -42.1% |
| 6M | +17.8% | +14.0% | +3.8% | +6.4% |
| YTD | +29.6% | +8.0% | +21.6% | +20.4% |
| 1Y | +45.8% | +9.9% | +35.9% | +33.0% |
| All | -28.3% | +87.8% | -116.1% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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