+351.6%
ARKK vs DLTR
+96.0%
+255.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -4.7% | -9.4% | +4.8% | -2.3% |
| 30D | +3.1% | -7.3% | +10.4% | +4.8% |
| 3M | +13.8% | +7.6% | +6.2% | +10.9% |
| 6M | +14.0% | +1.6% | +12.4% | +12.0% |
| YTD | +8.0% | -3.5% | +11.5% | +7.3% |
| 1Y | +9.9% | +20.0% | -10.1% | +2.5% |
| 3Y | +90.2% | +2.3% | +87.9% | +78.7% |
| 5Y | -29.9% | +31.5% | -61.4% | -39.0% |
| 10Y | +329.1% | +45.4% | +283.8% | +241.4% |
| All | +351.6% | +96.0% | +255.6% | +238.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling