+329.1%
ARKK vs CDW
+271.4%
+57.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.9% |
| 7D | -4.7% | -7.4% | +2.7% | -0.5% |
| 30D | +3.1% | +5.8% | -2.8% | -0.6% |
| 3M | +13.8% | +10.8% | +3.0% | +4.7% |
| 6M | +14.0% | +21.5% | -7.5% | -5.5% |
| YTD | +8.0% | +6.4% | +1.6% | -3.5% |
| 1Y | +9.9% | -14.8% | +24.7% | +13.4% |
| 3Y | +90.2% | -29.9% | +120.0% | +119.1% |
| 5Y | -29.9% | -22.9% | -7.0% | -24.3% |
| All | +329.1% | +271.4% | +57.7% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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