-28.1%
ARKK vs DBX
+11.7%
-39.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | -0.4% |
| 7D | -3.1% | +2.1% | -5.2% | -4.5% |
| 30D | +2.7% | +5.7% | -3.0% | -1.6% |
| 3M | +10.8% | +31.8% | -21.0% | -10.1% |
| 6M | +14.4% | +37.5% | -23.1% | -13.1% |
| YTD | +8.7% | +27.9% | -19.3% | -13.0% |
| 1Y | +6.7% | +15.0% | -8.3% | -8.2% |
| 3Y | +87.4% | +27.2% | +60.2% | +34.5% |
| All | -28.1% | +11.7% | -39.8% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling