+86.2%
ARKK vs WWD
+164.0%
-77.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.1% |
| 7D | -4.7% | -2.9% | -1.8% | -3.4% |
| 30D | +3.1% | -6.6% | +9.6% | +6.2% |
| 3M | +13.8% | -9.3% | +23.1% | +17.8% |
| 6M | +14.0% | -13.6% | +27.6% | +20.1% |
| YTD | +8.0% | +10.4% | -2.4% | -0.6% |
| 1Y | +9.9% | +39.9% | -30.0% | -12.6% |
| All | +86.2% | +164.0% | -77.8% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling