-28.1%
ARKK vs DOV
+14.8%
-42.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.2% |
| 7D | -3.1% | -2.0% | -1.1% | -1.3% |
| 30D | +2.7% | -8.9% | +11.6% | +11.8% |
| 3M | +10.8% | -13.3% | +24.0% | +24.9% |
| 6M | +14.4% | -9.7% | +24.0% | +22.5% |
| YTD | +8.7% | -2.5% | +11.1% | +6.9% |
| 1Y | +6.7% | +7.2% | -0.5% | -5.7% |
| 3Y | +87.4% | +39.4% | +48.0% | +24.6% |
| All | -28.1% | +14.8% | -42.9% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 5y: compounded portfolio wealth divided by compounded DOV 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…
5y analysis · Full analysis span regression · 6 months rolling