-28.1%
ARKK vs DGX
+66.8%
-94.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | 0.0% |
| 7D | -3.1% | -0.9% | -2.2% | -2.8% |
| 30D | +2.7% | -1.2% | +3.9% | +3.2% |
| 3M | +10.8% | +15.8% | -5.0% | +4.7% |
| 6M | +14.4% | +18.2% | -3.8% | +6.9% |
| YTD | +8.7% | +37.2% | -28.5% | -5.3% |
| 1Y | +6.7% | +30.4% | -23.6% | -5.2% |
| 3Y | +87.4% | +96.7% | -9.3% | +29.3% |
| All | -28.1% | +66.8% | -94.9% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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