+359.8%
ARKK vs EW
+325.3%
+34.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.5% |
| 7D | +1.4% | -5.1% | +6.5% | +4.1% |
| 30D | +5.1% | -6.4% | +11.5% | +8.6% |
| 3M | +12.7% | -1.6% | +14.3% | +13.3% |
| 6M | +13.8% | +2.3% | +11.5% | +11.8% |
| YTD | +9.9% | +1.1% | +8.8% | +8.4% |
| 1Y | +10.4% | +8.0% | +2.4% | +4.7% |
| 3Y | +93.6% | +16.3% | +77.2% | +63.9% |
| 5Y | -29.4% | -29.4% | 0.0% | -21.4% |
| 10Y | +336.9% | +125.6% | +211.3% | +201.5% |
| All | +359.8% | +325.3% | +34.5% | +159.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling