+86.2%
ARKK vs BWA
+68.2%
+18.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.4% | -2.0% |
| 7D | -4.7% | -0.1% | -4.6% | -4.7% |
| 30D | +3.1% | -5.5% | +8.5% | +5.2% |
| 3M | +13.8% | -7.6% | +21.4% | +16.9% |
| 6M | +14.0% | +25.0% | -11.0% | +3.5% |
| YTD | +8.0% | +47.0% | -39.0% | -12.0% |
| 1Y | +9.9% | +54.0% | -44.1% | -13.0% |
| All | +86.2% | +68.2% | +18.0% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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