-3.0%
ARKK vs WOLF
+44.0%
-47.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.4% | +0.2% |
| 7D | -3.1% | -8.6% | +5.5% | -1.9% |
| 30D | +2.7% | -18.3% | +21.0% | +5.1% |
| 3M | +10.8% | -43.1% | +53.8% | +16.5% |
| 6M | +14.4% | +42.4% | -28.0% | +2.7% |
| YTD | +8.7% | +48.9% | -40.2% | -3.8% |
| All | -3.0% | +44.0% | -47.0% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WOLF.
Daily Out/Under-Performance
Portfolio return minus WOLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WOLF 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 WOLF 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