+514.0%
DHR vs ARKK
+350.7%
+163.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.6% |
| 7D | -5.0% | -4.7% | -0.3% | -3.6% |
| 30D | -3.3% | +3.1% | -6.4% | -4.2% |
| 3M | +9.4% | +13.8% | -4.3% | +4.6% |
| 6M | +3.2% | +14.0% | -10.8% | -1.8% |
| YTD | -12.0% | +8.0% | -20.0% | -15.2% |
| 1Y | +4.9% | +9.9% | -5.0% | -0.2% |
| 3Y | -7.4% | +90.2% | -97.5% | -28.5% |
| 5Y | -29.8% | -29.9% | +0.1% | -30.3% |
| 10Y | +209.1% | +329.1% | -120.0% | +56.3% |
| All | +514.0% | +350.7% | +163.3% | +197.4% |
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