+89.7%
ARKK vs DOCU
+87.9%
+1.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.8% | +3.6% |
| 7D | -6.6% | -5.5% | -1.0% | -5.0% |
| 30D | -14.5% | +12.6% | -27.2% | -17.6% |
| 3M | -0.4% | +36.4% | -36.8% | -9.8% |
| 6M | -5.2% | +66.8% | -72.0% | -20.4% |
| YTD | -1.9% | +13.5% | -15.4% | -7.4% |
| 1Y | -6.7% | +11.3% | -18.0% | -11.5% |
| 3Y | +89.7% | +92.1% | -2.3% | +28.9% |
| All | +89.7% | +87.9% | +1.8% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling