-31.7%
ARKK vs DOCN
+91.6%
-123.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -3.9% | -3.0% |
| 7D | -4.0% | -12.1% | +8.1% | +0.4% |
| 30D | -14.0% | -41.0% | +27.0% | +3.5% |
| 3M | -4.2% | -38.7% | +34.6% | +11.3% |
| 6M | -2.6% | -51.5% | +48.9% | +20.5% |
| YTD | +0.2% | +65.3% | -65.0% | -32.9% |
| 1Y | -6.9% | +53.9% | -60.8% | -35.8% |
| 3Y | +94.1% | +215.6% | -121.5% | -13.9% |
| 5Y | -32.7% | -26.2% | -6.6% | -55.2% |
| All | -31.7% | +91.6% | -123.3% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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