+89.7%
ARKK vs SW
+39.0%
+50.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.5% |
| 7D | -6.6% | +2.3% | -8.9% | -7.2% |
| 30D | -14.5% | +6.8% | -21.3% | -16.5% |
| 3M | -0.4% | -5.2% | +4.8% | +1.1% |
| 6M | -5.2% | +7.4% | -12.6% | -8.3% |
| YTD | -1.9% | +17.4% | -19.3% | -9.6% |
| 1Y | -6.7% | +27.1% | -33.8% | -16.7% |
| 3Y | +89.7% | +47.9% | +41.9% | +63.9% |
| All | +89.7% | +39.0% | +50.7% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling