+331.8%
ARKK vs WAT
+170.9%
+160.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.0% | -0.2% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | +2.7% | -1.9% | +4.6% | +3.8% |
| 3M | +10.8% | +13.5% | -2.7% | +3.5% |
| 6M | +14.4% | +37.2% | -22.9% | -4.4% |
| YTD | +8.7% | +7.5% | +1.2% | +2.3% |
| 1Y | +6.7% | +35.0% | -28.3% | -12.1% |
| 3Y | +87.4% | +55.1% | +32.3% | +32.8% |
| 5Y | -29.5% | -2.8% | -26.6% | -34.7% |
| All | +331.8% | +170.9% | +160.9% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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