+2.6%
OXY vs ARKK
+353.6%
-351.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | +2.8% | -3.1% | +5.9% | +3.7% |
| 30D | +5.5% | +2.7% | +2.7% | +4.4% |
| 3M | +11.3% | +10.8% | +0.5% | +7.0% |
| 6M | +11.6% | +14.4% | -2.8% | +4.8% |
| YTD | +51.6% | +8.7% | +42.9% | +44.1% |
| 1Y | +36.2% | +6.7% | +29.5% | +29.2% |
| 3Y | +1.7% | +87.4% | -85.7% | -23.9% |
| 5Y | +164.5% | -29.5% | +193.9% | +178.4% |
| 10Y | +6.1% | +331.8% | -325.7% | -54.5% |
| All | +2.6% | +353.6% | -351.0% | -58.5% |
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 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