-33.9%
KWEB vs ARKK
-5.7%
-28.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.4% |
| 7D | +5.8% | -6.7% | +12.5% | +7.9% |
| 30D | -1.0% | -13.4% | +12.4% | +3.3% |
| 3M | -15.8% | +4.7% | -20.5% | -17.7% |
| 6M | -14.9% | +2.7% | -17.7% | -16.7% |
| YTD | -28.6% | +4.5% | -33.1% | -30.5% |
| 1Y | -33.9% | -3.7% | -30.2% | -34.6% |
| All | -33.9% | -5.7% | -28.3% | -34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling