+113.2%
ARKK vs DOCU
+110.9%
+2.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.4% | +0.4% |
| 7D | -2.4% | -0.4% | -1.9% | -2.1% |
| 30D | -10.8% | +12.9% | -23.8% | -15.8% |
| 3M | -2.6% | +35.1% | -37.7% | -16.1% |
| 6M | -1.9% | +76.2% | -78.1% | -26.6% |
| YTD | +2.0% | +17.2% | -15.2% | -9.8% |
| 1Y | -4.4% | +16.4% | -20.8% | -15.4% |
| 3Y | +97.5% | +95.6% | +1.9% | +24.6% |
| 5Y | -32.0% | -68.5% | +36.5% | -15.8% |
| All | +113.2% | +110.9% | +2.3% | +37.7% |
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