+368.0%
ARKK vs WEC
+218.2%
+149.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.3% |
| 7D | +3.6% | +0.8% | +2.8% | +3.5% |
| 30D | +8.4% | +0.3% | +8.0% | +8.3% |
| 3M | +13.4% | -2.9% | +16.4% | +13.7% |
| 6M | +18.9% | -5.9% | +24.8% | +19.6% |
| YTD | +11.9% | +4.1% | +7.8% | +10.8% |
| 1Y | +13.1% | +3.1% | +9.9% | +12.1% |
| 3Y | +97.1% | +40.8% | +56.3% | +84.6% |
| 5Y | -27.8% | +31.7% | -59.5% | -31.9% |
| 10Y | +338.5% | +141.1% | +197.4% | +293.1% |
| All | +368.0% | +218.2% | +149.8% | +306.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling