+351.6%
ARKK vs GWW
+521.3%
-169.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -4.7% | -3.1% | -1.5% | -3.3% |
| 30D | +3.1% | -2.3% | +5.4% | +4.1% |
| 3M | +13.8% | -3.3% | +17.1% | +14.9% |
| 6M | +14.0% | +15.4% | -1.4% | +5.8% |
| YTD | +8.0% | +26.7% | -18.8% | -4.4% |
| 1Y | +9.9% | +29.0% | -19.0% | -3.6% |
| 3Y | +90.2% | +89.0% | +1.2% | +41.2% |
| 5Y | -29.9% | +221.8% | -251.7% | -58.1% |
| 10Y | +329.1% | +562.7% | -233.6% | +99.8% |
| All | +351.6% | +521.3% | -169.7% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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