+9.5%
DVN vs ARKK
+89.0%
-79.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +4.5% | -3.1% | +7.6% | +5.0% |
| 30D | +12.0% | +2.7% | +9.3% | +11.3% |
| 3M | +13.4% | +10.8% | +2.6% | +10.7% |
| 6M | +12.1% | +14.4% | -2.3% | +7.7% |
| YTD | +38.8% | +8.7% | +30.2% | +34.7% |
| 1Y | +46.0% | +6.7% | +39.3% | +41.2% |
| 3Y | +9.5% | +87.4% | -77.9% | -12.7% |
| All | +9.5% | +89.0% | -79.5% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling