+329.1%
ARKK vs ACWI
+230.9%
+98.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -0.3% |
| 7D | -4.7% | -1.9% | -2.7% | -1.3% |
| 30D | +3.1% | -1.3% | +4.4% | +5.7% |
| 3M | +13.8% | +5.0% | +8.8% | +5.1% |
| 6M | +14.0% | +11.7% | +2.2% | -5.0% |
| YTD | +8.0% | +13.0% | -5.0% | -11.4% |
| 1Y | +9.9% | +19.2% | -9.3% | -17.2% |
| 3Y | +90.2% | +75.0% | +15.1% | -20.9% |
| 5Y | -29.9% | +67.1% | -97.0% | -66.0% |
| All | +329.1% | +230.9% | +98.3% | -10.6% |
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