-3.7%
ARKK vs IWD
+33.0%
-36.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -4.5% |
| 7D | -6.7% | +2.5% | -9.2% | -10.8% |
| 30D | -13.4% | +6.0% | -19.3% | -22.0% |
| 3M | +4.7% | +3.8% | +0.9% | -2.0% |
| 6M | +2.7% | +16.3% | -13.6% | -22.9% |
| YTD | +4.5% | +27.5% | -23.0% | -34.9% |
| 1Y | -3.7% | +32.8% | -36.6% | -45.8% |
| All | -3.7% | +33.0% | -36.8% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling