+341.5%
ARKK vs SW
+147.8%
+193.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.3% | -1.3% |
| 7D | +1.9% | -5.1% | +7.0% | +2.9% |
| 30D | +13.2% | -4.6% | +17.8% | +14.1% |
| 3M | +7.7% | +9.4% | -1.7% | +5.7% |
| 6M | +15.1% | +3.5% | +11.6% | +13.7% |
| YTD | +12.1% | +22.0% | -9.9% | +7.2% |
| 1Y | +14.9% | +2.2% | +12.7% | +13.0% |
| 3Y | +99.3% | +19.6% | +79.7% | +89.4% |
| 5Y | -29.9% | -2.3% | -27.6% | -34.0% |
| All | +341.5% | +147.8% | +193.7% | +283.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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