+280.4%
SHW vs ARKK
+331.8%
-51.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.7% |
| 7D | -3.1% | -3.1% | -0.1% | -2.2% |
| 30D | -10.0% | +2.7% | -12.8% | -10.8% |
| 3M | +2.3% | +10.8% | -8.5% | -1.1% |
| 6M | +0.7% | +14.4% | -13.7% | -3.9% |
| YTD | +0.5% | +8.7% | -8.2% | -3.1% |
| 1Y | -11.5% | +6.7% | -18.2% | -14.9% |
| 3Y | +21.3% | +87.4% | -66.1% | -5.7% |
| 5Y | +12.5% | -29.5% | +42.0% | +13.9% |
| All | +280.4% | +331.8% | -51.4% | +58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling