+301.0%
ARKK vs ACWI
+225.4%
+75.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.5% |
| 7D | +4.6% | +2.7% | +1.9% | -0.1% |
| 30D | -12.2% | -2.6% | -9.7% | -7.5% |
| 3M | -6.0% | -3.2% | -2.8% | +0.4% |
| 6M | -2.2% | +1.9% | -4.1% | -3.8% |
| YTD | -0.5% | +11.3% | -11.9% | -15.8% |
| 1Y | -6.0% | +11.7% | -17.6% | -20.5% |
| 3Y | +92.5% | +74.4% | +18.2% | -19.3% |
| 5Y | -34.4% | +59.5% | -93.8% | -65.7% |
| All | +301.0% | +225.4% | +75.6% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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