+310.4%
ARKK vs ACWI
+223.6%
+86.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.6% |
| 7D | -4.0% | -0.2% | -3.8% | -3.5% |
| 30D | -14.0% | -3.3% | -10.7% | -8.2% |
| 3M | -4.2% | -3.4% | -0.8% | +2.8% |
| 6M | -2.6% | +0.8% | -3.4% | -2.4% |
| YTD | +0.2% | +10.7% | -10.5% | -14.2% |
| 1Y | -6.9% | +11.6% | -18.5% | -21.3% |
| 3Y | +94.1% | +73.4% | +20.7% | -17.9% |
| 5Y | -32.7% | +60.2% | -92.9% | -65.0% |
| All | +310.4% | +223.6% | +86.9% | -9.4% |
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