+89.6%
ARKK vs CDW
-30.2%
+119.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | +1.4% | -4.2% | +5.6% | +3.1% |
| 30D | +5.1% | +4.9% | +0.3% | +3.0% |
| 3M | +12.7% | +7.3% | +5.5% | +8.0% |
| 6M | +13.8% | +19.2% | -5.4% | -0.5% |
| YTD | +9.9% | +6.2% | +3.7% | +2.3% |
| 1Y | +10.4% | -14.0% | +24.4% | +18.2% |
| All | +89.6% | -30.2% | +119.8% | +97.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling