-29.9%
ARKK vs WWD
+187.1%
-217.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.0% |
| 7D | -4.7% | -2.9% | -1.8% | -3.2% |
| 30D | +3.1% | -6.6% | +9.6% | +6.8% |
| 3M | +13.8% | -9.3% | +23.1% | +18.7% |
| 6M | +14.0% | -13.6% | +27.6% | +21.2% |
| YTD | +8.0% | +10.4% | -2.4% | -1.9% |
| 1Y | +9.9% | +39.9% | -30.0% | -15.1% |
| 3Y | +90.2% | +165.0% | -74.9% | -7.3% |
| 5Y | -29.9% | +183.8% | -213.7% | -70.7% |
| All | -29.9% | +187.1% | -217.0% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling