+368.8%
ARKK vs DOC
-2.0%
+370.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.8% | -0.3% |
| 7D | +1.9% | -1.5% | +3.4% | +2.6% |
| 30D | +13.2% | -4.8% | +17.9% | +15.5% |
| 3M | +7.7% | +6.9% | +0.8% | +4.3% |
| 6M | +15.1% | +20.7% | -5.7% | +5.1% |
| YTD | +12.1% | +34.1% | -22.1% | -2.3% |
| 1Y | +14.9% | +22.6% | -7.7% | +3.8% |
| 3Y | +99.3% | +20.8% | +78.5% | +79.0% |
| 5Y | -29.9% | -24.9% | -5.1% | -25.1% |
| 10Y | +351.6% | -1.8% | +353.4% | +321.9% |
| All | +368.8% | -2.0% | +370.8% | +326.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling