-3.7%
ARKK vs DG
+45.3%
-49.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.5% | -8.5% | -1.0% |
| 7D | -6.7% | +12.3% | -18.9% | -8.2% |
| 30D | -13.4% | +19.3% | -32.7% | -16.0% |
| 3M | +4.7% | +11.9% | -7.1% | +2.6% |
| 6M | +2.7% | +25.0% | -22.2% | -2.5% |
| YTD | +4.5% | +8.7% | -4.2% | +2.3% |
| 1Y | -3.7% | +44.7% | -48.4% | -14.5% |
| All | -3.7% | +45.3% | -49.0% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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