+359.8%
ARKK vs DOV
+261.9%
+97.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -0.6% |
| 7D | +1.4% | +1.3% | +0.1% | +0.5% |
| 30D | +5.1% | -8.6% | +13.8% | +11.5% |
| 3M | +12.7% | -13.1% | +25.9% | +22.9% |
| 6M | +13.8% | -8.8% | +22.6% | +19.4% |
| YTD | +9.9% | -1.2% | +11.2% | +9.0% |
| 1Y | +10.4% | +10.7% | -0.3% | +0.9% |
| 3Y | +93.6% | +39.3% | +54.3% | +55.7% |
| 5Y | -29.4% | +16.4% | -45.8% | -36.9% |
| 10Y | +336.9% | +302.5% | +34.4% | +125.4% |
| All | +359.8% | +261.9% | +97.9% | +133.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling