-28.1%
ARKK vs DHI
+61.2%
-89.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.3% |
| 7D | -3.1% | -3.4% | +0.3% | -1.3% |
| 30D | +2.7% | -5.4% | +8.2% | +5.6% |
| 3M | +10.8% | -10.4% | +21.2% | +16.4% |
| 6M | +14.4% | -2.8% | +17.2% | +14.2% |
| YTD | +8.7% | -3.4% | +12.1% | +7.4% |
| 1Y | +6.7% | -22.9% | +29.7% | +18.8% |
| 3Y | +87.4% | +20.7% | +66.7% | +38.1% |
| All | -28.1% | +61.2% | -89.3% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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