-14.4%
KWEB vs ARKK
+353.6%
-368.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.3% |
| 7D | -5.6% | -3.1% | -2.5% | -3.9% |
| 30D | -10.7% | +2.7% | -13.4% | -12.4% |
| 3M | -7.4% | +10.8% | -18.2% | -13.5% |
| 6M | -19.3% | +14.4% | -33.7% | -26.6% |
| YTD | -27.8% | +8.7% | -36.4% | -32.6% |
| 1Y | -35.9% | +6.7% | -42.7% | -40.3% |
| 3Y | -1.9% | +87.4% | -89.3% | -39.9% |
| 5Y | -43.2% | -29.5% | -13.7% | -39.1% |
| 10Y | -21.2% | +331.8% | -353.0% | -77.9% |
| All | -14.4% | +353.6% | -368.0% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling