-32.2%
ARKK vs DOCN
+117.0%
-149.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.4% | -5.9% | -3.8% |
| 7D | +4.6% | +27.4% | -22.8% | -4.7% |
| 30D | -12.2% | -29.7% | +17.5% | -1.3% |
| 3M | -6.0% | -32.5% | +26.5% | +5.5% |
| 6M | -2.2% | -42.2% | +40.0% | +12.9% |
| YTD | -0.5% | +87.2% | -87.7% | -36.6% |
| 1Y | -6.0% | +86.2% | -92.2% | -40.0% |
| 3Y | +92.5% | +257.4% | -164.9% | -18.6% |
| 5Y | -34.4% | -27.4% | -7.0% | -57.1% |
| All | -32.2% | +117.0% | -149.3% | -66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling