+368.0%
ARKK vs WWD
+611.1%
-243.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.7% |
| 7D | +3.6% | +0.8% | +2.8% | +3.3% |
| 30D | +8.4% | -6.4% | +14.8% | +11.4% |
| 3M | +13.4% | -5.6% | +19.1% | +15.3% |
| 6M | +18.9% | -9.1% | +28.0% | +22.4% |
| YTD | +11.9% | +12.5% | -0.6% | +4.0% |
| 1Y | +13.1% | +41.3% | -28.3% | -6.0% |
| 3Y | +97.1% | +170.2% | -73.2% | +21.2% |
| 5Y | -27.8% | +192.5% | -220.3% | -57.6% |
| 10Y | +338.5% | +476.9% | -138.4% | +82.8% |
| All | +368.0% | +611.1% | -243.0% | +74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling