+359.8%
ARKK vs WU
-23.4%
+383.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | +1.4% | -4.9% | +6.3% | +3.5% |
| 30D | +5.1% | -1.3% | +6.4% | +5.5% |
| 3M | +12.7% | -3.6% | +16.3% | +12.3% |
| 6M | +13.8% | -24.3% | +38.2% | +25.7% |
| YTD | +9.9% | -21.1% | +31.0% | +18.5% |
| 1Y | +10.4% | -10.3% | +20.7% | +11.1% |
| 3Y | +93.6% | -28.4% | +122.0% | +111.9% |
| 5Y | -29.4% | -51.2% | +21.8% | -10.1% |
| 10Y | +336.9% | -39.6% | +376.5% | +374.6% |
| All | +359.8% | -23.4% | +383.2% | +349.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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