+331.8%
ARKK vs EW
+120.5%
+211.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +2.1% |
| 7D | -3.1% | -6.2% | +3.1% | +0.2% |
| 30D | +2.7% | -9.3% | +12.0% | +8.1% |
| 3M | +10.8% | -1.6% | +12.4% | +11.3% |
| 6M | +14.4% | -0.8% | +15.2% | +14.1% |
| YTD | +8.7% | -1.0% | +9.7% | +8.1% |
| 1Y | +6.7% | +8.2% | -1.4% | +0.6% |
| 3Y | +87.4% | +12.7% | +74.7% | +58.6% |
| 5Y | -29.5% | -30.2% | +0.7% | -20.3% |
| All | +331.8% | +120.5% | +211.3% | +197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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