-28.1%
ARKK vs WCN
+24.9%
-53.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -3.1% | -3.1% | 0.0% | -1.7% |
| 30D | +2.7% | -3.4% | +6.1% | +4.3% |
| 3M | +10.8% | +3.0% | +7.8% | +8.3% |
| 6M | +14.4% | -3.8% | +18.1% | +15.0% |
| YTD | +8.7% | -8.3% | +17.0% | +12.0% |
| 1Y | +6.7% | -9.7% | +16.5% | +10.5% |
| 3Y | +87.4% | +17.2% | +70.2% | +55.8% |
| All | -28.1% | +24.9% | -53.0% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling