+368.8%
SHW vs ARKK
+358.9%
+10.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.2% |
| 7D | -3.2% | +1.4% | -4.6% | -3.6% |
| 30D | -11.4% | +5.1% | -16.5% | -12.8% |
| 3M | +3.5% | +12.7% | -9.3% | -0.4% |
| 6M | -3.4% | +13.8% | -17.2% | -7.7% |
| YTD | -0.3% | +9.9% | -10.3% | -4.3% |
| 1Y | -10.4% | +10.4% | -20.8% | -14.8% |
| 3Y | +21.3% | +93.6% | -72.3% | -6.9% |
| 5Y | +12.9% | -29.4% | +42.2% | +13.8% |
| 10Y | +284.1% | +336.9% | -52.8% | +62.6% |
| All | +368.8% | +358.9% | +10.0% | +90.1% |
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