+263.3%
DXCM vs ARKK
+329.1%
-65.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.5% | +1.6% |
| 7D | -5.8% | -4.7% | -1.1% | -3.7% |
| 30D | -5.6% | +3.1% | -8.7% | -7.3% |
| 3M | +13.0% | +13.8% | -0.7% | +5.0% |
| 6M | +24.7% | +14.0% | +10.7% | +14.7% |
| YTD | +27.3% | +8.0% | +19.3% | +19.8% |
| 1Y | +11.2% | +9.9% | +1.3% | +1.7% |
| 3Y | -19.0% | +90.2% | -109.2% | -47.8% |
| 5Y | -38.5% | -29.9% | -8.6% | -34.4% |
| All | +263.3% | +329.1% | -65.8% | -8.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling