+197.5%
EWT vs ARKK
+89.0%
+108.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.6% |
| 7D | -1.1% | -3.1% | +1.9% | +0.1% |
| 30D | +4.5% | +2.7% | +1.7% | +3.2% |
| 3M | +8.3% | +10.8% | -2.5% | +3.9% |
| 6M | +54.2% | +14.4% | +39.9% | +46.4% |
| YTD | +74.6% | +8.7% | +65.9% | +68.1% |
| 1Y | +84.9% | +6.7% | +78.2% | +78.4% |
| 3Y | +197.5% | +87.4% | +110.1% | +132.7% |
| All | +197.5% | +89.0% | +108.5% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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