-3.7%
ARKK vs WEC
+9.7%
-13.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.3% | +1.0% |
| 7D | -6.7% | +6.9% | -13.6% | -4.2% |
| 30D | -13.4% | +16.6% | -30.0% | -8.2% |
| 3M | +4.7% | +9.1% | -4.3% | +8.5% |
| 6M | +2.7% | +3.2% | -0.5% | +5.3% |
| YTD | +4.5% | +14.9% | -10.4% | +8.3% |
| 1Y | -3.7% | +9.2% | -12.9% | +2.4% |
| All | -3.7% | +9.7% | -13.4% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling