-28.6%
ARKK vs DPZ
-33.2%
+4.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | +0.4% |
| 7D | +1.4% | -7.3% | +8.7% | +5.4% |
| 30D | +5.1% | -7.6% | +12.7% | +9.0% |
| 3M | +12.7% | +1.8% | +10.9% | +9.6% |
| 6M | +13.8% | -21.8% | +35.6% | +27.9% |
| YTD | +9.9% | -22.0% | +31.9% | +23.1% |
| 1Y | +10.4% | -28.6% | +39.0% | +29.9% |
| 3Y | +93.6% | -13.1% | +106.7% | +89.1% |
| All | -28.6% | -33.2% | +4.5% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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