+326.7%
ARKK vs ACWI
+233.7%
+92.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | -0.1% |
| 7D | -2.4% | -0.7% | -1.7% | -1.0% |
| 30D | -10.8% | -2.0% | -8.9% | -7.3% |
| 3M | -2.6% | -2.2% | -0.5% | +1.8% |
| 6M | -1.9% | +1.9% | -3.8% | -3.4% |
| YTD | +2.0% | +12.0% | -10.0% | -13.2% |
| 1Y | -4.4% | +12.5% | -16.9% | -19.0% |
| 3Y | +97.5% | +75.4% | +22.1% | -11.8% |
| 5Y | -32.0% | +61.5% | -93.5% | -63.0% |
| 10Y | +317.7% | +227.1% | +90.6% | +9.1% |
| All | +326.7% | +233.7% | +92.9% | +8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling