+351.6%
ARKK vs WY
+3.0%
+348.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -0.3% |
| 7D | -4.7% | -3.7% | -1.0% | -2.7% |
| 30D | +3.1% | -11.3% | +14.4% | +9.9% |
| 3M | +13.8% | -8.1% | +21.9% | +17.9% |
| 6M | +14.0% | -7.4% | +21.4% | +17.1% |
| YTD | +8.0% | -4.7% | +12.7% | +8.3% |
| 1Y | +9.9% | -9.2% | +19.1% | +12.7% |
| 3Y | +90.2% | -24.7% | +114.9% | +114.9% |
| 5Y | -29.9% | -21.6% | -8.3% | -20.0% |
| 10Y | +329.1% | +6.7% | +322.5% | +292.7% |
| All | +351.6% | +3.0% | +348.6% | +301.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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