-3.7%
ARKK vs DOCS
-47.4%
+43.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.3% | -0.7% |
| 7D | -6.7% | +1.2% | -7.9% | -6.8% |
| 30D | -13.4% | +21.3% | -34.7% | -15.4% |
| 3M | +4.7% | +58.4% | -53.7% | -1.6% |
| 6M | +2.7% | +39.3% | -36.6% | -2.7% |
| YTD | +4.5% | -21.7% | +26.2% | +3.2% |
| 1Y | -3.7% | -47.3% | +43.6% | +1.5% |
| All | -3.7% | -47.4% | +43.7% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling