+39.5%
DXCM vs ARKK
-6.7%
+46.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +2.8% |
| 7D | +4.9% | -0.6% | +5.6% | +5.0% |
| 30D | -0.2% | -11.2% | +11.1% | +2.2% |
| 3M | -8.9% | -9.2% | +0.3% | -7.4% |
| 6M | +42.3% | -3.9% | +46.2% | +41.4% |
| YTD | +25.6% | -2.5% | +28.1% | +24.8% |
| 1Y | +39.5% | -2.7% | +42.3% | +38.8% |
| All | +39.5% | -6.7% | +46.3% | +38.8% |
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