-37.8%
ARKK vs DOCN
-32.3%
-5.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.6% | +2.2% |
| 7D | -6.6% | -19.2% | +12.6% | +1.2% |
| 30D | -14.5% | -43.1% | +28.5% | +4.9% |
| 3M | -0.4% | -40.7% | +40.3% | +17.9% |
| 6M | -5.2% | -55.0% | +49.8% | +21.5% |
| YTD | -1.9% | +50.6% | -52.5% | -34.0% |
| 1Y | -6.7% | +54.0% | -60.7% | -38.1% |
| 3Y | +89.7% | +203.9% | -114.2% | -21.8% |
| All | -37.8% | -32.3% | -5.6% | -56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling