+87.4%
ARKK vs WCN
+18.4%
+69.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | -3.1% | 0.0% | -2.5% |
| 30D | +2.7% | -3.4% | +6.1% | +3.3% |
| 3M | +10.8% | +3.0% | +7.8% | +9.4% |
| 6M | +14.4% | -3.8% | +18.1% | +15.2% |
| YTD | +8.7% | -8.3% | +17.0% | +11.1% |
| 1Y | +6.7% | -9.7% | +16.5% | +9.8% |
| 3Y | +87.4% | +17.2% | +70.2% | +64.0% |
| All | +87.4% | +18.4% | +69.0% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling