-39.2%
ARKK vs DOC
-22.1%
-17.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.2% | -8.7% | -8.8% |
| 7D | -14.9% | +6.2% | -21.1% | -17.9% |
| 30D | -19.2% | +6.5% | -25.6% | -22.4% |
| 3M | -4.0% | -6.2% | +2.3% | -0.8% |
| 6M | -4.5% | +25.6% | -30.1% | -19.2% |
| YTD | -4.9% | +32.1% | -37.0% | -22.7% |
| 1Y | -13.9% | +20.3% | -34.2% | -25.6% |
| 3Y | +80.9% | +42.7% | +38.1% | +30.7% |
| 5Y | -39.2% | -22.2% | -17.0% | -30.4% |
| All | -39.2% | -22.1% | -17.1% | -30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling