+354.4%
ARKK vs DVA
+131.8%
+222.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.1% | -1.3% | -1.7% | -2.7% |
| 30D | +2.7% | 0.0% | +2.7% | +2.6% |
| 3M | +10.8% | -10.9% | +21.7% | +13.1% |
| 6M | +14.4% | +17.3% | -2.9% | +7.4% |
| YTD | +8.7% | +59.8% | -51.1% | -8.3% |
| 1Y | +6.7% | +36.3% | -29.5% | -5.6% |
| 3Y | +87.4% | +88.6% | -1.2% | +44.3% |
| 5Y | -29.5% | +47.5% | -77.0% | -43.3% |
| 10Y | +331.8% | +185.2% | +146.6% | +154.7% |
| All | +354.4% | +131.8% | +222.7% | +193.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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