+1.8%
SLB vs ARKK
+94.3%
-92.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.5% |
| 7D | +2.6% | +4.6% | -2.0% | +1.4% |
| 30D | +4.4% | -12.2% | +16.6% | +7.6% |
| 3M | -2.7% | -6.0% | +3.3% | -1.7% |
| 6M | -7.5% | -2.2% | -5.4% | -8.1% |
| YTD | +34.8% | -0.5% | +35.4% | +32.8% |
| 1Y | +44.6% | -6.0% | +50.6% | +44.5% |
| All | +1.8% | +94.3% | -92.5% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling