+359.8%
ARKK vs WCC
+353.5%
+6.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.2% |
| 7D | +1.4% | +6.8% | -5.4% | -1.3% |
| 30D | +5.1% | -3.0% | +8.1% | +6.3% |
| 3M | +12.7% | +0.2% | +12.5% | +11.7% |
| 6M | +13.8% | +33.2% | -19.3% | -0.5% |
| YTD | +9.9% | +45.8% | -35.9% | -7.8% |
| 1Y | +10.4% | +68.4% | -58.0% | -13.2% |
| 3Y | +93.6% | +131.1% | -37.5% | +29.7% |
| 5Y | -29.4% | +225.6% | -255.0% | -59.3% |
| 10Y | +336.9% | +534.2% | -197.3% | +72.0% |
| All | +359.8% | +353.5% | +6.3% | +93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling