-28.1%
ARKK vs IWD
+73.9%
-102.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +1.5% |
| 7D | +3.6% | -0.2% | +3.8% | +4.0% |
| 30D | +8.4% | -0.8% | +9.2% | +10.1% |
| 3M | +13.4% | +8.0% | +5.4% | -3.4% |
| 6M | +18.9% | +18.2% | +0.7% | -15.5% |
| YTD | +11.9% | +22.3% | -10.4% | -25.8% |
| 1Y | +13.1% | +28.9% | -15.8% | -32.3% |
| 3Y | +97.1% | +71.5% | +25.5% | -32.4% |
| All | -28.1% | +73.9% | -102.0% | -74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling