-28.1%
ARKK vs DLTR
+30.4%
-58.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -3.1% | -10.1% | +7.0% | -0.6% |
| 30D | +2.7% | -8.1% | +10.8% | +4.6% |
| 3M | +10.8% | +2.9% | +7.9% | +9.3% |
| 6M | +14.4% | +4.3% | +10.0% | +11.7% |
| YTD | +8.7% | -3.9% | +12.6% | +8.0% |
| 1Y | +6.7% | +18.9% | -12.2% | -0.1% |
| 3Y | +87.4% | +1.9% | +85.5% | +78.6% |
| All | -28.1% | +30.4% | -58.5% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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