+87.9%
ARKK vs ARWR
+79.8%
+8.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.3% |
| 7D | -0.6% | -17.8% | +17.2% | +3.7% |
| 30D | -11.2% | -18.1% | +6.9% | -7.1% |
| 3M | -9.2% | -44.2% | +35.0% | +4.1% |
| 6M | -3.9% | -38.6% | +34.7% | +6.6% |
| YTD | -2.5% | -28.0% | +25.5% | +2.9% |
| 1Y | -2.7% | +16.1% | -18.9% | -10.8% |
| 3Y | +87.9% | +84.0% | +3.9% | +34.9% |
| All | +87.9% | +79.8% | +8.1% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling