+59.8%
ON vs ARKK
-29.6%
+89.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.6% | +7.9% | +8.1% |
| 7D | +2.4% | -3.1% | +5.4% | +4.4% |
| 30D | -8.6% | +2.7% | -11.3% | -10.5% |
| 3M | -34.3% | +10.8% | -45.1% | -38.8% |
| 6M | +28.5% | +14.4% | +14.1% | +17.1% |
| YTD | +40.6% | +8.7% | +32.0% | +31.2% |
| 1Y | +55.3% | +6.7% | +48.6% | +46.1% |
| 3Y | -22.2% | +87.4% | -109.6% | -50.3% |
| All | +59.8% | -29.6% | +89.4% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling