-1.6%
ORLY vs ARKK
-5.7%
+4.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +2.1% | -6.7% | +8.8% | +2.0% |
| 30D | +10.1% | -13.4% | +23.4% | +10.0% |
| 3M | +0.6% | +4.7% | -4.1% | +0.4% |
| 6M | -1.7% | +2.7% | -4.5% | -2.1% |
| YTD | +1.2% | +4.5% | -3.2% | -0.1% |
| 1Y | -1.6% | -3.7% | +2.2% | -3.3% |
| All | -1.6% | -5.7% | +4.1% | -3.3% |
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