-35.1%
ARKK vs DOCS
-52.4%
+17.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.1% |
| 7D | -0.6% | +2.6% | -3.2% | -1.5% |
| 30D | -11.2% | +11.4% | -22.7% | -14.5% |
| 3M | -9.2% | +25.4% | -34.6% | -16.6% |
| 6M | -3.9% | +42.5% | -46.5% | -18.8% |
| YTD | -2.5% | -24.7% | +22.2% | +2.6% |
| 1Y | -2.7% | -32.9% | +30.2% | +6.6% |
| 3Y | +87.9% | +39.6% | +48.3% | +27.7% |
| All | -35.1% | -52.4% | +17.3% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling