-3.7%
ARKK vs DE
+49.6%
-53.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | -6.7% | +5.6% | -12.3% | -7.3% |
| 30D | -13.4% | -0.8% | -12.5% | -13.2% |
| 3M | +4.7% | +9.8% | -5.1% | +3.3% |
| 6M | +2.7% | +17.5% | -14.8% | +0.4% |
| YTD | +4.5% | +46.5% | -42.0% | -0.3% |
| 1Y | -3.7% | +46.1% | -49.9% | -8.3% |
| All | -3.7% | +49.6% | -53.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling