+328.9%
ORCL vs ARKK
+331.8%
-2.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.4% | -2.0% |
| 7D | -5.4% | -3.1% | -2.3% | -4.3% |
| 30D | -2.0% | +2.7% | -4.7% | -2.8% |
| 3M | -18.1% | +10.8% | -28.8% | -20.6% |
| 6M | -7.2% | +14.4% | -21.6% | -10.7% |
| YTD | -22.2% | +8.7% | -30.8% | -23.8% |
| 1Y | -50.6% | +6.7% | -57.4% | -51.4% |
| 3Y | +22.9% | +87.4% | -64.5% | +0.8% |
| 5Y | +79.3% | -29.5% | +108.7% | +82.5% |
| All | +328.9% | +331.8% | -2.9% | +102.2% |
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