+331.8%
ARKK vs IWD
+203.8%
+128.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.6% |
| 7D | -3.1% | -0.8% | -2.3% | -2.0% |
| 30D | +2.7% | -0.8% | +3.6% | +4.0% |
| 3M | +10.8% | +6.9% | +3.8% | +0.8% |
| 6M | +14.4% | +18.3% | -3.9% | -9.3% |
| YTD | +8.7% | +22.4% | -13.7% | -17.6% |
| 1Y | +6.7% | +27.4% | -20.7% | -23.1% |
| 3Y | +87.4% | +71.2% | +16.2% | -5.2% |
| 5Y | -29.5% | +75.7% | -105.2% | -63.3% |
| All | +331.8% | +203.8% | +128.0% | +26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling