-28.1%
ARKK vs DKS
+13.6%
-41.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | 0.0% |
| 7D | -3.1% | -3.0% | -0.1% | -1.9% |
| 30D | +2.7% | -33.4% | +36.1% | +17.5% |
| 3M | +10.8% | -39.4% | +50.1% | +31.5% |
| 6M | +14.4% | -30.1% | +44.5% | +26.0% |
| YTD | +8.7% | -31.0% | +39.6% | +19.7% |
| 1Y | +6.7% | -40.2% | +46.9% | +25.0% |
| 3Y | +87.4% | +30.9% | +56.5% | +37.2% |
| All | -28.1% | +13.6% | -41.7% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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