+87.9%
ARKK vs DRI
+68.2%
+19.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.3% | -2.1% |
| 7D | -0.6% | +1.1% | -1.7% | -0.9% |
| 30D | -11.2% | +9.7% | -20.9% | -13.8% |
| 3M | -9.2% | +3.2% | -12.4% | -10.3% |
| 6M | -3.9% | +20.6% | -24.5% | -10.9% |
| YTD | -2.5% | +28.3% | -30.8% | -13.1% |
| 1Y | -2.7% | +34.5% | -37.3% | -15.5% |
| 3Y | +87.9% | +66.5% | +21.4% | +44.7% |
| All | +87.9% | +68.2% | +19.7% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling