-49.5%
ORCL vs ARKK
-5.7%
-43.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -2.0% |
| 7D | -14.4% | -6.7% | -7.7% | -8.6% |
| 30D | -12.8% | -13.4% | +0.5% | -0.4% |
| 3M | -14.8% | +4.7% | -19.5% | -18.5% |
| 6M | -30.9% | +2.7% | -33.6% | -32.6% |
| YTD | -35.7% | +4.5% | -40.2% | -39.3% |
| 1Y | -49.5% | -3.7% | -45.7% | -49.3% |
| All | -49.5% | -5.7% | -43.8% | -49.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling