+150.7%
DAL vs ARKK
+309.5%
-158.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.0% | +0.7% |
| 7D | +8.8% | -6.6% | +15.3% | +12.2% |
| 30D | +5.4% | -14.5% | +19.9% | +13.2% |
| 3M | -4.9% | -0.4% | -4.6% | -5.7% |
| 6M | +19.8% | -5.2% | +25.0% | +21.1% |
| YTD | +27.0% | -1.9% | +28.9% | +25.6% |
| 1Y | +52.5% | -6.7% | +59.2% | +54.3% |
| 3Y | +173.8% | +89.7% | +84.1% | +94.5% |
| 5Y | +104.5% | -37.3% | +141.8% | +123.8% |
| 10Y | +129.7% | +324.8% | -195.1% | -31.0% |
| All | +150.7% | +309.5% | -158.8% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling