-36.3%
ARKK vs DOCS
-19.3%
-17.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +1.0% |
| 7D | -2.4% | -4.2% | +1.8% | -1.0% |
| 30D | -10.8% | +8.6% | -19.5% | -13.1% |
| 3M | -2.6% | +27.2% | -29.9% | -10.0% |
| 6M | -1.9% | +26.5% | -28.5% | -12.2% |
| YTD | +2.0% | -25.0% | +27.0% | +6.6% |
| 1Y | -4.4% | -37.0% | +32.6% | +5.5% |
| 3Y | +97.5% | +39.4% | +58.1% | +47.9% |
| 5Y | -32.0% | -56.7% | +24.7% | -35.3% |
| All | -36.3% | -19.3% | -17.0% | -40.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling