+134.3%
ARKK vs DOCU
+80.0%
+54.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -2.7% |
| 7D | +1.9% | +6.9% | -5.0% | -1.1% |
| 30D | +13.2% | +19.0% | -5.8% | +4.1% |
| 3M | +7.7% | +34.3% | -26.6% | -7.4% |
| 6M | +15.1% | +48.0% | -32.9% | -7.1% |
| YTD | +12.1% | 0.0% | +12.1% | +7.2% |
| 1Y | +14.9% | -10.3% | +25.2% | +14.5% |
| 3Y | +99.3% | +32.4% | +66.9% | +52.4% |
| 5Y | -29.9% | -77.9% | +48.0% | +1.3% |
| All | +134.3% | +80.0% | +54.3% | +63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling