+56.3%
OARK price history and return analytics
+93.8%
-37.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.6% |
| 7D | +2.7% | +1.0% | +1.7% | +1.0% |
| 30D | +5.0% | -0.2% | +5.2% | +5.5% |
| 3M | +7.5% | +4.5% | +2.9% | +0.2% |
| 6M | +14.5% | +14.1% | +0.4% | -7.4% |
| YTD | +10.8% | +14.8% | -4.0% | -11.1% |
| 1Y | +11.5% | +21.2% | -9.7% | -17.8% |
| 3Y | +53.2% | +76.6% | -23.3% | -37.2% |
| All | +56.3% | +93.8% | -37.5% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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