-5.8%
SLB vs ARKK
+331.8%
-337.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | -2.5% | -3.1% | +0.5% | -1.7% |
| 30D | +7.1% | +2.7% | +4.4% | +6.1% |
| 3M | +0.6% | +10.8% | -10.1% | -2.9% |
| 6M | +17.6% | +14.4% | +3.2% | +11.9% |
| YTD | +48.5% | +8.7% | +39.8% | +43.1% |
| 1Y | +59.4% | +6.7% | +52.7% | +53.5% |
| 3Y | -0.4% | +87.4% | -87.8% | -21.3% |
| 5Y | +133.8% | -29.5% | +163.2% | +149.6% |
| All | -5.8% | +331.8% | -337.6% | -56.6% |
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