+86.2%
ARKK vs DT
+8.0%
+78.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.5% |
| 7D | -4.7% | -2.5% | -2.1% | -3.6% |
| 30D | +3.1% | +3.5% | -0.5% | +1.3% |
| 3M | +13.8% | +26.7% | -12.9% | +1.1% |
| 6M | +14.0% | +36.1% | -22.2% | -4.2% |
| YTD | +8.0% | +18.6% | -10.7% | -2.6% |
| 1Y | +9.9% | +7.9% | +2.0% | +4.8% |
| All | +86.2% | +8.0% | +78.3% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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