+73.6%
SLB vs ARKK
-34.0%
+107.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.3% |
| 7D | +2.6% | +4.6% | -2.0% | +1.8% |
| 30D | +4.4% | -12.2% | +16.6% | +6.5% |
| 3M | -2.7% | -6.0% | +3.3% | -2.0% |
| 6M | -7.5% | -2.2% | -5.4% | -7.8% |
| YTD | +34.8% | -0.5% | +35.4% | +33.7% |
| 1Y | +44.6% | -6.0% | +50.6% | +44.6% |
| 3Y | +3.2% | +92.5% | -89.4% | -9.1% |
| 5Y | +73.6% | -34.4% | +107.9% | +71.3% |
| All | +73.6% | -34.0% | +107.5% | +71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling