+86.2%
ARKK vs DBX
+25.2%
+61.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.3% |
| 7D | -4.7% | -1.8% | -2.9% | -4.1% |
| 30D | +3.1% | +2.8% | +0.2% | +1.7% |
| 3M | +13.8% | +26.8% | -13.0% | +2.5% |
| 6M | +14.0% | +32.8% | -18.8% | -1.1% |
| YTD | +8.0% | +26.1% | -18.1% | -4.0% |
| 1Y | +9.9% | +14.1% | -4.2% | +2.4% |
| All | +86.2% | +25.2% | +61.1% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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