+361.0%
ORLY vs ARKK
+331.8%
+29.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | -2.4% | -3.1% | +0.7% | -1.9% |
| 30D | -6.8% | +2.7% | -9.5% | -7.3% |
| 3M | -4.8% | +10.8% | -15.5% | -6.6% |
| 6M | -9.1% | +14.4% | -23.5% | -11.6% |
| YTD | -5.9% | +8.7% | -14.6% | -8.0% |
| 1Y | -20.4% | +6.7% | -27.1% | -22.4% |
| 3Y | +36.6% | +87.4% | -50.8% | +16.6% |
| 5Y | +117.3% | -29.5% | +146.8% | +125.9% |
| All | +361.0% | +331.8% | +29.2% | +165.0% |
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