+137.1%
DUK vs ARKK
+350.7%
-213.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.8% |
| 7D | -1.7% | -4.7% | +3.0% | -1.5% |
| 30D | -2.2% | +3.1% | -5.3% | -2.4% |
| 3M | -3.7% | +13.8% | -17.5% | -4.4% |
| 6M | -6.3% | +14.0% | -20.3% | -7.2% |
| YTD | +4.5% | +8.0% | -3.5% | +3.8% |
| 1Y | +1.8% | +9.9% | -8.1% | +0.8% |
| 3Y | +46.8% | +90.2% | -43.3% | +37.9% |
| 5Y | +40.2% | -29.9% | +70.1% | +42.4% |
| 10Y | +129.8% | +329.1% | -199.3% | +79.8% |
| All | +137.1% | +350.7% | -213.6% | +77.7% |
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