+293.0%
ARKK vs WM
+330.8%
-37.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -0.6% | +3.2% | -3.8% | -1.6% |
| 30D | -11.2% | +13.0% | -24.2% | -15.1% |
| 3M | -9.2% | +9.2% | -18.4% | -12.3% |
| 6M | -3.9% | +13.6% | -17.6% | -9.3% |
| YTD | -2.5% | +12.4% | -14.9% | -8.2% |
| 1Y | -2.7% | +21.2% | -23.9% | -11.4% |
| 3Y | +87.9% | +48.7% | +39.2% | +51.4% |
| 5Y | -35.7% | +61.9% | -97.5% | -51.0% |
| All | +293.0% | +330.8% | -37.7% | +88.5% |
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