+312.7%
ARKK vs DOC
+15.7%
+297.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +2.8% |
| 7D | -6.6% | +6.5% | -13.0% | -9.2% |
| 30D | -14.5% | +9.2% | -23.7% | -18.1% |
| 3M | -0.4% | -2.5% | +2.1% | +0.4% |
| 6M | -5.2% | +7.1% | -12.3% | -9.0% |
| YTD | -1.9% | +33.0% | -34.9% | -15.6% |
| 1Y | -6.7% | +23.3% | -30.0% | -17.1% |
| 3Y | +89.7% | +44.9% | +44.8% | +54.4% |
| 5Y | -37.3% | -21.6% | -15.7% | -33.6% |
| All | +312.7% | +15.7% | +297.0% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling