+631.9%
ORLY vs ARKK
+353.6%
+278.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.7% |
| 6M | -9.1% | +14.4% | -23.5% | -11.8% |
| YTD | -5.9% | +8.7% | -14.6% | -8.1% |
| 1Y | -20.4% | +6.7% | -27.1% | -22.5% |
| 3Y | +36.6% | +87.4% | -50.8% | +15.7% |
| 5Y | +117.3% | -29.5% | +146.8% | +124.8% |
| 10Y | +362.7% | +331.8% | +30.9% | +137.5% |
| All | +631.9% | +353.6% | +278.4% | +269.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling