+331.8%
ARKK vs W
+158.6%
+173.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -3.1% | -0.9% | -2.2% | -2.8% |
| 30D | +2.7% | -4.2% | +7.0% | +4.0% |
| 3M | +10.8% | +26.9% | -16.1% | +0.3% |
| 6M | +14.4% | +31.2% | -16.9% | +1.0% |
| YTD | +8.7% | -1.8% | +10.5% | +4.2% |
| 1Y | +6.7% | +9.3% | -2.6% | -3.4% |
| 3Y | +87.4% | +33.2% | +54.2% | +42.5% |
| 5Y | -29.5% | -62.4% | +33.0% | -35.2% |
| All | +331.8% | +158.6% | +173.2% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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