+109.5%
DAL vs ARKK
-29.3%
+138.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.3% |
| 7D | +0.1% | +1.9% | -1.8% | -0.8% |
| 30D | -13.9% | +13.2% | -27.1% | -19.1% |
| 3M | +1.1% | +7.7% | -6.6% | -3.2% |
| 6M | +26.2% | +15.1% | +11.2% | +17.0% |
| YTD | +16.4% | +12.1% | +4.3% | +8.9% |
| 1Y | +33.9% | +14.9% | +18.9% | +23.1% |
| 3Y | +93.4% | +99.3% | -5.9% | +36.9% |
| All | +109.5% | -29.3% | +138.8% | +86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling