+112.2%
USO vs ARKK
+10.0%
+102.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.0% |
| 7D | +9.1% | -3.1% | +12.2% | +8.0% |
| 30D | +21.7% | +2.7% | +19.0% | +23.1% |
| 3M | +20.2% | +10.8% | +9.5% | +25.9% |
| 6M | +43.4% | +14.4% | +29.0% | +53.9% |
| YTD | +124.0% | +8.7% | +115.3% | +140.3% |
| 1Y | +112.2% | +6.7% | +105.4% | +138.0% |
| All | +112.2% | +10.0% | +102.2% | +138.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling