+757.4%
ON vs ARKK
+367.1%
+390.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.3% | -4.3% |
| 7D | -2.2% | +3.6% | -5.8% | -4.8% |
| 30D | -12.4% | +8.4% | -20.8% | -18.0% |
| 3M | -41.2% | +13.4% | -54.6% | -46.8% |
| 6M | +25.0% | +18.9% | +6.1% | +8.5% |
| YTD | +31.3% | +11.9% | +19.4% | +17.9% |
| 1Y | +45.4% | +13.1% | +32.3% | +28.7% |
| 3Y | -27.4% | +97.1% | -124.5% | -59.9% |
| 5Y | +58.5% | -27.8% | +86.3% | +82.6% |
| 10Y | +561.8% | +338.5% | +223.4% | +28.4% |
| All | +757.4% | +367.1% | +390.3% | +52.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling