+354.4%
ARKK vs FWONK
+269.5%
+85.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +2.7% | -7.7% | +10.5% | +6.2% |
| 3M | +10.8% | +5.7% | +5.0% | +7.7% |
| 6M | +14.4% | +13.5% | +0.9% | +7.6% |
| YTD | +8.7% | -3.0% | +11.6% | +8.8% |
| 1Y | +6.7% | -6.4% | +13.2% | +8.3% |
| 3Y | +87.4% | +43.8% | +43.6% | +56.6% |
| 5Y | -29.5% | +98.6% | -128.0% | -47.4% |
| 10Y | +331.8% | +340.0% | -8.2% | +149.3% |
| All | +354.4% | +269.5% | +85.0% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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