-5.2%
DASH vs ARKK
-37.1%
+31.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -2.6% |
| 7D | +0.4% | -6.6% | +6.9% | +5.6% |
| 30D | -6.0% | -14.5% | +8.5% | +5.2% |
| 3M | -15.8% | -0.4% | -15.4% | -17.4% |
| 6M | +7.0% | -5.2% | +12.1% | +7.7% |
| YTD | -20.7% | -1.9% | -18.8% | -22.8% |
| 1Y | -8.5% | -6.7% | -1.8% | -7.9% |
| 3Y | +101.8% | +89.7% | +12.0% | 0.0% |
| 5Y | -9.6% | -37.3% | +27.7% | +13.3% |
| All | -5.2% | -37.1% | +31.9% | +9.1% |
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