+33.3%
ORCL vs ARKK
+95.6%
-62.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.4% |
| 7D | +15.0% | +3.6% | +11.4% | +12.8% |
| 30D | +10.5% | +8.4% | +2.2% | +5.8% |
| 3M | -23.0% | +13.4% | -36.4% | -28.0% |
| 6M | +7.0% | +18.9% | -11.9% | -1.8% |
| YTD | -15.8% | +11.9% | -27.7% | -20.5% |
| 1Y | -31.1% | +13.1% | -44.1% | -35.4% |
| 3Y | +33.3% | +97.1% | -63.8% | +2.5% |
| All | +33.3% | +95.6% | -62.4% | +2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling