+83.7%
ARKK vs DT
+98.4%
-14.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.1% |
| 7D | +1.4% | -0.5% | +1.9% | +1.7% |
| 30D | +5.1% | +0.1% | +5.1% | +4.7% |
| 3M | +12.7% | +24.1% | -11.4% | -1.7% |
| 6M | +13.8% | +30.1% | -16.3% | -5.9% |
| YTD | +9.9% | +16.8% | -6.8% | -4.0% |
| 1Y | +10.4% | -0.1% | +10.5% | +5.4% |
| 3Y | +93.6% | +6.8% | +86.7% | +73.6% |
| 5Y | -29.4% | -28.4% | -1.0% | -25.2% |
| All | +83.7% | +98.4% | -14.7% | +19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling