-28.1%
ARKK vs WAB
+221.8%
-249.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | -0.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +2.7% | -4.1% | +6.8% | +6.2% |
| 3M | +10.8% | +8.2% | +2.6% | +1.8% |
| 6M | +14.4% | +15.4% | -1.0% | -1.7% |
| YTD | +8.7% | +33.1% | -24.5% | -18.4% |
| 1Y | +6.7% | +48.1% | -41.3% | -27.4% |
| 3Y | +87.4% | +167.7% | -80.3% | -27.2% |
| All | -28.1% | +221.8% | -249.8% | -76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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