+282.8%
DIA vs ARKK
+358.9%
-76.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.3% |
| 7D | -1.2% | +1.4% | -2.6% | -1.6% |
| 30D | -2.7% | +5.1% | -7.8% | -4.1% |
| 3M | +3.3% | +12.7% | -9.5% | -0.5% |
| 6M | +10.4% | +13.8% | -3.4% | +5.7% |
| YTD | +10.0% | +9.9% | +0.1% | +6.0% |
| 1Y | +16.2% | +10.4% | +5.8% | +11.2% |
| 3Y | +58.7% | +93.6% | -34.8% | +25.4% |
| 5Y | +63.6% | -29.4% | +92.9% | +68.1% |
| 10Y | +251.0% | +336.9% | -85.8% | +55.7% |
| All | +282.8% | +358.9% | -76.0% | +62.3% |
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