+102.0%
ARKK vs SW
+48.2%
+53.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.2% | +4.4% | +4.6% |
| 7D | 0.0% | +1.8% | -1.8% | -0.5% |
| 30D | -11.9% | +7.0% | -18.9% | -13.9% |
| 3M | -0.6% | -7.6% | +7.1% | +1.7% |
| 6M | -0.2% | +8.5% | -8.7% | -3.8% |
| YTD | +2.7% | +17.7% | -15.0% | -5.4% |
| 1Y | -2.2% | +27.1% | -29.3% | -12.6% |
| 3Y | +102.0% | +48.2% | +53.8% | +75.7% |
| All | +102.0% | +48.2% | +53.8% | +75.7% |
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