-18.9%
SLB vs ARKK
+367.9%
-386.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.5% |
| 7D | +0.8% | +1.9% | -1.1% | +0.3% |
| 30D | +15.8% | +13.2% | +2.6% | +11.6% |
| 3M | -0.3% | +7.7% | -8.0% | -3.1% |
| 6M | +21.3% | +15.1% | +6.3% | +15.2% |
| YTD | +52.3% | +12.1% | +40.2% | +45.4% |
| 1Y | +63.6% | +14.9% | +48.7% | +54.0% |
| 3Y | +3.8% | +99.3% | -95.5% | -19.8% |
| 5Y | +128.6% | -29.9% | +158.6% | +143.6% |
| 10Y | -3.1% | +351.6% | -354.7% | -60.1% |
| All | -18.9% | +367.9% | -386.8% | -68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling