+24.5%
DVN vs ARKK
+350.7%
-326.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.8% |
| 7D | +2.5% | -4.7% | +7.2% | +4.3% |
| 30D | +10.2% | +3.1% | +7.1% | +8.6% |
| 3M | +8.1% | +13.8% | -5.7% | +1.7% |
| 6M | +15.9% | +14.0% | +1.9% | +7.3% |
| YTD | +38.2% | +8.0% | +30.3% | +29.8% |
| 1Y | +44.5% | +9.9% | +34.6% | +33.1% |
| 3Y | +5.1% | +90.2% | -85.0% | -26.9% |
| 5Y | +124.3% | -29.9% | +154.2% | +136.7% |
| 10Y | +65.9% | +329.1% | -263.2% | -56.6% |
| All | +24.5% | +350.7% | -326.3% | -71.1% |
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