+331.8%
ARKK vs ARWR
+1,081.9%
-750.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.1% | -4.0% | +1.0% | -2.1% |
| 30D | +2.7% | -5.0% | +7.8% | +4.0% |
| 3M | +10.8% | +11.3% | -0.6% | +7.1% |
| 6M | +14.4% | +42.6% | -28.2% | +3.8% |
| YTD | +8.7% | +24.8% | -16.1% | +1.3% |
| 1Y | +6.7% | +178.8% | -172.0% | -19.6% |
| 3Y | +87.4% | +183.3% | -95.9% | +29.0% |
| 5Y | -29.5% | +29.5% | -58.9% | -44.1% |
| All | +331.8% | +1,081.9% | -750.1% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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