+125.6%
DAL vs ARKK
+306.7%
-181.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.5% |
| 7D | +10.7% | -4.0% | +14.7% | +12.7% |
| 30D | +12.5% | -14.0% | +26.5% | +20.3% |
| 3M | +3.6% | -4.2% | +7.8% | +4.8% |
| 6M | +26.7% | -2.6% | +29.3% | +26.5% |
| YTD | +34.3% | +0.2% | +34.0% | +31.6% |
| 1Y | +59.1% | -6.9% | +66.1% | +61.2% |
| 3Y | +179.9% | +94.1% | +85.8% | +98.9% |
| 5Y | +119.1% | -32.7% | +151.9% | +129.9% |
| 10Y | +125.6% | +308.8% | -183.2% | -20.3% |
| All | +125.6% | +306.7% | -181.0% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 10y: compounded portfolio wealth divided by compounded ARKK 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…
10y analysis · Full analysis span regression · 6 months rolling