+87.4%
ARKK vs DG
+4.6%
+82.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.6% |
| 7D | -3.1% | -6.5% | +3.4% | -2.7% |
| 30D | +2.7% | +4.2% | -1.4% | +2.5% |
| 3M | +10.8% | +9.5% | +1.2% | +10.0% |
| 6M | +14.4% | -13.1% | +27.5% | +14.6% |
| YTD | +8.7% | -4.8% | +13.5% | +8.6% |
| 1Y | +6.7% | +20.6% | -13.9% | +6.0% |
| 3Y | +87.4% | +4.9% | +82.5% | +89.8% |
| All | +87.4% | +4.6% | +82.8% | +89.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling