+329.1%
ARKK vs WM
+306.3%
+22.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -4.7% | -3.1% | -1.5% | -3.6% |
| 30D | +3.1% | -5.3% | +8.4% | +5.0% |
| 3M | +13.8% | -4.2% | +18.0% | +14.7% |
| 6M | +14.0% | -8.1% | +22.0% | +16.2% |
| YTD | +8.0% | -1.4% | +9.4% | +6.8% |
| 1Y | +9.9% | +0.2% | +9.7% | +7.5% |
| 3Y | +90.2% | +43.1% | +47.1% | +53.3% |
| 5Y | -29.9% | +49.8% | -79.7% | -45.7% |
| All | +329.1% | +306.3% | +22.8% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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