+87.9%
ARKK vs D
+73.4%
+14.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -0.6% | -1.4% | +0.7% | -0.6% |
| 30D | -11.2% | +7.7% | -19.0% | -11.4% |
| 3M | -9.2% | -0.3% | -8.9% | -9.0% |
| 6M | -3.9% | +10.1% | -14.0% | -4.3% |
| YTD | -2.5% | +19.1% | -21.6% | -3.7% |
| 1Y | -2.7% | +15.9% | -18.6% | -3.6% |
| 3Y | +87.9% | +75.0% | +12.9% | +59.9% |
| All | +87.9% | +73.4% | +14.5% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 3y: compounded portfolio wealth divided by compounded D 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…
3y analysis · Full analysis span regression · 6 months rolling