+86.2%
ARKK vs WAT
+52.2%
+34.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -4.7% | -2.9% | -1.8% | -3.7% |
| 30D | +3.1% | -3.2% | +6.3% | +4.4% |
| 3M | +13.8% | +10.6% | +3.2% | +9.7% |
| 6M | +14.0% | +34.0% | -20.1% | +1.9% |
| YTD | +8.0% | +5.7% | +2.2% | +4.6% |
| 1Y | +9.9% | +37.1% | -27.1% | -4.5% |
| All | +86.2% | +52.2% | +34.1% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling