-30.0%
ARKK vs DOCN
+88.7%
-118.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +8.0% | -3.4% | +1.7% |
| 7D | 0.0% | -12.8% | +12.8% | +5.0% |
| 30D | -11.9% | -41.9% | +30.1% | +6.6% |
| 3M | -0.6% | -36.9% | +36.4% | +14.2% |
| 6M | -0.2% | -52.2% | +52.1% | +24.2% |
| YTD | +2.7% | +62.7% | -60.0% | -30.8% |
| 1Y | -2.2% | +58.2% | -60.4% | -33.4% |
| 3Y | +102.0% | +219.5% | -117.4% | -11.0% |
| 5Y | -33.4% | -32.9% | -0.5% | -54.6% |
| All | -30.0% | +88.7% | -118.7% | -63.9% |
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