-29.7%
ARKK vs WM
+52.1%
-81.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | -0.9% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +13.2% | -2.4% | +15.6% | +13.5% |
| 3M | +7.7% | +0.4% | +7.3% | +7.0% |
| 6M | +15.1% | -9.5% | +24.6% | +16.8% |
| YTD | +12.1% | +0.5% | +11.6% | +10.9% |
| 1Y | +14.9% | -1.1% | +16.0% | +14.2% |
| 3Y | +99.3% | +46.0% | +53.3% | +70.2% |
| All | -29.7% | +52.1% | -81.8% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling