+331.8%
ARKK vs WING
+407.7%
-75.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.0% | -5.3% | -1.5% |
| 7D | -3.1% | +7.2% | -10.3% | -5.5% |
| 30D | +2.7% | +4.8% | -2.1% | +0.1% |
| 3M | +10.8% | -23.7% | +34.4% | +19.5% |
| 6M | +14.4% | -43.6% | +58.0% | +35.7% |
| YTD | +8.7% | -50.6% | +59.2% | +32.7% |
| 1Y | +6.7% | -57.0% | +63.8% | +35.5% |
| 3Y | +87.4% | -28.3% | +115.7% | +71.7% |
| 5Y | -29.5% | -32.4% | +2.9% | -39.0% |
| All | +331.8% | +407.7% | -75.9% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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