+109.5%
ARKK vs DOCU
+104.4%
+5.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.3% |
| 7D | -4.0% | -3.4% | -0.6% | -2.5% |
| 30D | -14.0% | +9.3% | -23.2% | -17.6% |
| 3M | -4.2% | +30.2% | -34.4% | -16.0% |
| 6M | -2.6% | +62.1% | -64.7% | -24.3% |
| YTD | +0.2% | +13.5% | -13.3% | -10.1% |
| 1Y | -6.9% | +11.5% | -18.4% | -16.1% |
| 3Y | +94.1% | +89.5% | +4.6% | +24.1% |
| 5Y | -32.7% | -69.6% | +36.9% | -15.4% |
| All | +109.5% | +104.4% | +5.1% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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