+354.4%
ARKK vs DE
+865.6%
-511.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +1.0% | +0.8% |
| 7D | -3.1% | -2.6% | -0.5% | -1.9% |
| 30D | +2.7% | +9.0% | -6.3% | -1.7% |
| 3M | +10.8% | +19.1% | -8.4% | +1.2% |
| 6M | +14.4% | +14.4% | 0.0% | +5.9% |
| YTD | +8.7% | +45.9% | -37.3% | -11.5% |
| 1Y | +6.7% | +43.6% | -36.9% | -12.7% |
| 3Y | +87.4% | +75.9% | +11.5% | +38.3% |
| 5Y | -29.5% | +98.8% | -128.2% | -52.0% |
| 10Y | +331.8% | +861.4% | -529.6% | +53.6% |
| All | +354.4% | +865.6% | -511.2% | +61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling