+39.0%
DVN vs ARKK
-5.7%
+44.7%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.1% | -7.4% | -7.3% |
| 7D | -13.9% | -6.7% | -7.3% | -15.3% |
| 30D | -8.0% | -13.4% | +5.3% | -10.9% |
| 3M | +0.8% | +4.7% | -3.9% | +2.5% |
| 6M | -12.8% | +2.7% | -15.5% | -10.7% |
| YTD | +22.7% | +4.5% | +18.2% | +27.9% |
| 1Y | +39.0% | -3.7% | +42.7% | +45.8% |
| All | +39.0% | -5.7% | +44.7% | +45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling