-30.0%
ARKK vs DOCS
-36.0%
+6.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.2% |
| 7D | +1.9% | -1.4% | +3.3% | +2.4% |
| 30D | +13.2% | +21.8% | -8.6% | +4.7% |
| 3M | +7.7% | +27.3% | -19.6% | -2.0% |
| 6M | +15.1% | -0.3% | +15.4% | +10.9% |
| YTD | +12.1% | -40.5% | +52.6% | +26.0% |
| 1Y | +14.9% | -61.5% | +76.5% | +48.2% |
| 3Y | +99.3% | +8.2% | +91.1% | +61.3% |
| 5Y | -29.9% | -73.4% | +43.5% | -27.2% |
| All | -30.0% | -36.0% | +6.0% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling