-28.1%
ARKK vs WCC
+223.5%
-251.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | -1.2% |
| 7D | -3.1% | +1.4% | -4.4% | -3.8% |
| 30D | +2.7% | -2.3% | +5.0% | +3.6% |
| 3M | +10.8% | +3.7% | +7.1% | +7.4% |
| 6M | +14.4% | +34.8% | -20.4% | -4.7% |
| YTD | +8.7% | +46.1% | -37.5% | -14.0% |
| 1Y | +6.7% | +62.7% | -56.0% | -21.0% |
| 3Y | +87.4% | +133.6% | -46.2% | +6.8% |
| All | -28.1% | +223.5% | -251.6% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling