-27.8%
ARKK vs ACWI
+67.7%
-95.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.9% |
| 7D | +3.6% | +1.1% | +2.5% | +1.3% |
| 30D | +8.4% | -0.2% | +8.6% | +9.1% |
| 3M | +13.4% | +4.7% | +8.8% | +3.2% |
| 6M | +18.9% | +14.5% | +4.4% | -11.0% |
| YTD | +11.9% | +14.6% | -2.7% | -16.2% |
| 1Y | +13.1% | +21.4% | -8.4% | -25.0% |
| 3Y | +97.1% | +77.6% | +19.5% | -41.3% |
| 5Y | -27.8% | +68.1% | -95.9% | -73.3% |
| All | -27.8% | +67.7% | -95.5% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling