+308.8%
ARKK vs SW
+184.4%
+124.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.4% |
| 7D | -4.0% | +2.2% | -6.2% | -4.4% |
| 30D | -14.0% | +7.4% | -21.4% | -15.2% |
| 3M | -4.2% | -5.9% | +1.8% | -3.2% |
| 6M | -2.6% | +9.0% | -11.5% | -4.5% |
| YTD | +0.2% | +18.1% | -17.9% | -3.8% |
| 1Y | -6.9% | +28.7% | -35.6% | -12.0% |
| 3Y | +94.1% | +48.8% | +45.3% | +79.7% |
| 5Y | -32.7% | +2.5% | -35.2% | -36.8% |
| 10Y | +308.8% | +184.4% | +124.4% | +255.6% |
| All | +308.8% | +184.4% | +124.4% | +255.6% |
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