+307.7%
ARKK vs DPZ
+341.7%
-33.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -3.0% |
| 7D | -0.6% | +2.2% | -2.8% | -1.5% |
| 30D | -11.2% | +15.5% | -26.7% | -16.5% |
| 3M | -9.2% | -2.0% | -7.2% | -9.2% |
| 6M | -3.9% | +12.1% | -16.1% | -10.1% |
| YTD | -2.5% | -16.6% | +14.1% | +2.6% |
| 1Y | -2.7% | -14.6% | +11.9% | +1.1% |
| 3Y | +87.9% | -4.1% | +92.0% | +82.4% |
| 5Y | -35.7% | -28.3% | -7.4% | -31.1% |
| 10Y | +299.2% | +141.3% | +157.9% | +188.4% |
| All | +307.7% | +341.7% | -33.9% | +138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling