+351.6%
ARKK vs DTE
+183.6%
+168.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.4% |
| 7D | -4.7% | -2.0% | -2.7% | -4.0% |
| 30D | +3.1% | -2.4% | +5.4% | +3.8% |
| 3M | +13.8% | -7.3% | +21.1% | +16.3% |
| 6M | +14.0% | -7.6% | +21.6% | +16.3% |
| YTD | +8.0% | +5.8% | +2.2% | +4.8% |
| 1Y | +9.9% | +2.3% | +7.6% | +8.0% |
| 3Y | +90.2% | +45.0% | +45.1% | +62.9% |
| 5Y | -29.9% | +33.2% | -63.1% | -38.7% |
| 10Y | +329.1% | +141.4% | +187.7% | +205.1% |
| All | +351.6% | +183.6% | +168.0% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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