+641.5%
DXCM vs ARKK
+306.9%
+334.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +3.3% |
| 7D | +4.9% | -0.6% | +5.6% | +5.1% |
| 30D | -0.2% | -11.2% | +11.1% | +4.8% |
| 3M | -8.9% | -9.2% | +0.3% | -6.0% |
| 6M | +42.3% | -3.9% | +46.2% | +41.1% |
| YTD | +25.6% | -2.5% | +28.1% | +22.5% |
| 1Y | +39.5% | -2.7% | +42.3% | +36.1% |
| 3Y | -15.3% | +87.9% | -103.2% | -46.7% |
| 5Y | -48.4% | -35.7% | -12.8% | -43.4% |
| 10Y | +411.4% | +299.2% | +112.2% | +31.4% |
| All | +641.5% | +306.9% | +334.6% | +76.1% |
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