+270.3%
ORCL vs ARKK
+293.0%
-22.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.7% |
| 7D | +8.0% | -0.6% | +8.6% | +8.2% |
| 30D | -4.0% | -11.2% | +7.3% | +0.4% |
| 3M | -19.5% | -9.2% | -10.3% | -16.4% |
| 6M | -33.5% | -3.9% | -29.5% | -32.0% |
| YTD | -34.8% | -2.5% | -32.3% | -33.5% |
| 1Y | -41.6% | -2.7% | -38.9% | -40.3% |
| 3Y | +13.8% | +87.9% | -74.1% | -5.3% |
| 5Y | +43.4% | -35.7% | +79.0% | +51.8% |
| All | +270.3% | +293.0% | -22.8% | +86.3% |
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 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