-29.9%
ARKK vs WAT
-5.3%
-24.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.4% |
| 7D | -4.7% | -2.9% | -1.8% | -3.3% |
| 30D | +3.1% | -3.2% | +6.3% | +4.8% |
| 3M | +13.8% | +10.6% | +3.2% | +8.1% |
| 6M | +14.0% | +34.0% | -20.1% | -2.9% |
| YTD | +8.0% | +5.7% | +2.2% | +3.0% |
| 1Y | +9.9% | +37.1% | -27.1% | -9.9% |
| 3Y | +90.2% | +52.4% | +37.8% | +31.5% |
| 5Y | -29.9% | -4.4% | -25.5% | -36.4% |
| All | -29.9% | -5.3% | -24.6% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling