+310.3%
ARKK vs SW
+219.5%
+90.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.3% |
| 7D | -6.6% | +2.3% | -8.9% | -6.9% |
| 30D | -14.5% | +6.8% | -21.3% | -15.6% |
| 3M | -0.4% | -5.2% | +4.8% | +0.4% |
| 6M | -5.2% | +7.4% | -12.6% | -6.7% |
| YTD | -1.9% | +17.4% | -19.3% | -5.4% |
| 1Y | -6.7% | +27.1% | -33.8% | -11.3% |
| 3Y | +89.7% | +47.9% | +41.9% | +77.0% |
| 5Y | -37.3% | -2.6% | -34.7% | -40.5% |
| 10Y | +324.8% | +182.7% | +142.1% | +267.4% |
| All | +310.3% | +219.5% | +90.8% | +257.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling