+310.3%
ARKK vs WM
+510.1%
-199.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.1% | +5.2% | +3.8% |
| 7D | -6.6% | +1.2% | -7.8% | -7.0% |
| 30D | -14.5% | +13.1% | -27.6% | -18.5% |
| 3M | -0.4% | +3.6% | -4.0% | -2.1% |
| 6M | -5.2% | +8.1% | -13.3% | -9.1% |
| YTD | -1.9% | +8.9% | -10.8% | -6.8% |
| 1Y | -6.7% | +20.3% | -27.1% | -15.3% |
| 3Y | +89.7% | +46.2% | +43.6% | +53.1% |
| 5Y | -37.3% | +59.9% | -97.2% | -52.3% |
| 10Y | +324.8% | +345.6% | -20.8% | +86.3% |
| All | +310.3% | +510.1% | -199.8% | +51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling