+382.3%
ORKA price history and return analytics
+66.2%
+316.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.4% |
| 7D | +2.4% | +1.0% | +1.4% | +1.5% |
| 30D | -4.6% | -0.2% | -4.3% | -4.4% |
| 3M | +47.2% | +4.5% | +42.7% | +41.9% |
| 6M | +186.0% | +14.1% | +172.0% | +157.6% |
| YTD | +211.2% | +14.8% | +196.4% | +179.3% |
| 1Y | +496.9% | +21.2% | +475.7% | +415.7% |
| 3Y | +612.8% | +76.6% | +536.3% | +412.0% |
| 5Y | +382.3% | +66.6% | +315.7% | +257.3% |
| All | +382.3% | +66.2% | +316.1% | +257.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling