+98.8%
ARKK vs DOCU
+107.7%
-8.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.0% | -7.0% | -8.1% |
| 7D | -14.9% | -3.2% | -11.7% | -13.6% |
| 30D | -19.2% | +15.7% | -34.8% | -24.5% |
| 3M | -4.0% | +37.3% | -41.3% | -17.8% |
| 6M | -4.5% | +63.1% | -67.6% | -26.1% |
| YTD | -4.9% | +15.4% | -20.3% | -15.3% |
| 1Y | -13.9% | +11.3% | -25.2% | -22.3% |
| 3Y | +80.9% | +92.1% | -11.2% | +15.1% |
| 5Y | -39.2% | -70.5% | +31.3% | -22.7% |
| All | +98.8% | +107.7% | -8.9% | +29.2% |
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 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