+277.8%
ORCL vs ARKK
+317.7%
-40.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +7.0% | +8.2% |
| 7D | +3.8% | -2.4% | +6.1% | +4.7% |
| 30D | -6.6% | -10.8% | +4.3% | -2.4% |
| 3M | -11.4% | -2.6% | -8.8% | -10.2% |
| 6M | -33.3% | -1.9% | -31.3% | -32.3% |
| YTD | -33.3% | +2.0% | -35.3% | -33.0% |
| 1Y | -44.9% | -4.4% | -40.5% | -43.5% |
| 3Y | +17.6% | +97.5% | -79.9% | -3.7% |
| 5Y | +46.1% | -32.0% | +78.1% | +51.7% |
| 10Y | +277.8% | +317.7% | -40.0% | +86.7% |
| All | +277.8% | +317.7% | -40.0% | +86.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling