-13.1%
SLB vs ARKK
+293.0%
-306.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.0% |
| 7D | +3.5% | -0.6% | +4.1% | +3.6% |
| 30D | +6.5% | -11.2% | +17.7% | +9.8% |
| 3M | -0.2% | -9.2% | +9.0% | +1.9% |
| 6M | -5.7% | -3.9% | -1.8% | -5.9% |
| YTD | +36.8% | -2.5% | +39.3% | +35.4% |
| 1Y | +45.8% | -2.7% | +48.5% | +44.1% |
| 3Y | +3.4% | +87.9% | -84.5% | -18.4% |
| 5Y | +76.1% | -35.7% | +111.8% | +92.3% |
| All | -13.1% | +293.0% | -306.1% | -56.9% |
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