-35.4%
USO vs ARKK
+350.7%
-386.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.8% | +7.4% | +5.8% |
| 7D | +11.5% | -4.7% | +16.1% | +12.1% |
| 30D | +24.1% | +3.1% | +21.1% | +23.5% |
| 3M | +17.9% | +13.8% | +4.2% | +15.6% |
| 6M | +49.6% | +14.0% | +35.7% | +45.5% |
| YTD | +129.0% | +8.0% | +121.0% | +123.9% |
| 1Y | +112.0% | +9.9% | +102.1% | +106.0% |
| 3Y | +102.3% | +90.2% | +12.1% | +74.7% |
| 5Y | +224.5% | -29.9% | +254.4% | +242.7% |
| 10Y | +86.9% | +329.1% | -242.2% | -2.8% |
| All | -35.4% | +350.7% | -386.1% | -68.2% |
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