+135.0%
DAL vs ARKK
+337.1%
-202.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.6% |
| 7D | +0.8% | +1.4% | -0.6% | +0.1% |
| 30D | -11.7% | +5.1% | -16.8% | -14.1% |
| 3M | -2.7% | +12.7% | -15.5% | -8.7% |
| 6M | +30.7% | +13.8% | +16.8% | +21.6% |
| YTD | +14.4% | +9.9% | +4.4% | +7.9% |
| 1Y | +31.2% | +10.4% | +20.8% | +22.8% |
| 3Y | +99.4% | +93.6% | +5.9% | +41.7% |
| 5Y | +98.6% | -29.4% | +127.9% | +103.6% |
| 10Y | +135.0% | +336.9% | -201.9% | -20.2% |
| All | +135.0% | +337.1% | -202.1% | -20.2% |
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