-28.6%
ARKK vs DRI
+65.0%
-93.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -0.7% |
| 7D | +1.4% | -4.8% | +6.2% | +4.6% |
| 30D | +5.1% | -3.9% | +9.0% | +7.3% |
| 3M | +12.7% | +5.1% | +7.7% | +7.8% |
| 6M | +13.8% | +5.5% | +8.3% | +7.6% |
| YTD | +9.9% | +16.5% | -6.5% | -4.6% |
| 1Y | +10.4% | +2.0% | +8.4% | +4.8% |
| 3Y | +93.6% | +54.5% | +39.1% | +25.4% |
| All | -28.6% | +65.0% | -93.6% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling