-35.1%
ARKK vs IWD
+72.9%
-108.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.4% |
| 7D | -0.6% | +2.3% | -2.9% | -5.0% |
| 30D | -11.2% | +3.6% | -14.8% | -17.3% |
| 3M | -9.2% | +2.2% | -11.4% | -12.9% |
| 6M | -3.9% | +13.0% | -16.9% | -25.2% |
| YTD | -2.5% | +26.5% | -29.0% | -39.8% |
| 1Y | -2.7% | +30.1% | -32.9% | -43.4% |
| 3Y | +87.9% | +84.9% | +3.0% | -45.8% |
| All | -35.1% | +72.9% | -108.0% | -77.4% |
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