-8.2%
DHR vs ARKK
+89.0%
-97.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -3.6% | -3.1% | -0.6% | -2.9% |
| 30D | -2.7% | +2.7% | -5.5% | -3.4% |
| 3M | +10.9% | +10.8% | +0.2% | +7.7% |
| 6M | +3.0% | +14.4% | -11.3% | -1.2% |
| YTD | -12.2% | +8.7% | -20.9% | -14.9% |
| 1Y | +3.3% | +6.7% | -3.4% | -0.3% |
| 3Y | -8.2% | +87.4% | -95.6% | -28.4% |
| All | -8.2% | +89.0% | -97.2% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling