+1.4%
SLB vs ARKK
+91.2%
-89.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.3% |
| 7D | -1.9% | +1.4% | -3.3% | -2.2% |
| 30D | +7.8% | +5.1% | +2.7% | +6.3% |
| 3M | +2.7% | +12.7% | -10.1% | -1.1% |
| 6M | +22.2% | +13.8% | +8.3% | +17.0% |
| YTD | +51.1% | +9.9% | +41.2% | +45.8% |
| 1Y | +63.3% | +10.4% | +52.9% | +56.3% |
| All | +1.4% | +91.2% | -89.8% | -21.3% |
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