-28.1%
ARKK vs W
-62.2%
+34.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | -3.1% | -0.9% | -2.2% | -2.8% |
| 30D | +2.7% | -4.2% | +7.0% | +4.2% |
| 3M | +10.8% | +26.9% | -16.1% | -1.7% |
| 6M | +14.4% | +31.2% | -16.9% | -1.6% |
| YTD | +8.7% | -1.8% | +10.5% | +3.1% |
| 1Y | +6.7% | +9.3% | -2.6% | -5.7% |
| 3Y | +87.4% | +33.2% | +54.2% | +32.6% |
| All | -28.1% | -62.2% | +34.1% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling