+247.6%
DIA vs ARKK
+331.8%
-84.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.3% | +0.8% |
| 7D | -1.6% | -3.1% | +1.5% | -0.7% |
| 30D | -2.0% | +2.7% | -4.7% | -2.9% |
| 3M | +3.6% | +10.8% | -7.1% | +0.4% |
| 6M | +11.5% | +14.4% | -2.9% | +6.7% |
| YTD | +10.4% | +8.7% | +1.7% | +6.8% |
| 1Y | +15.6% | +6.7% | +8.8% | +11.7% |
| 3Y | +58.9% | +87.4% | -28.5% | +27.4% |
| 5Y | +65.3% | -29.5% | +94.8% | +70.4% |
| All | +247.6% | +331.8% | -84.2% | +67.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling