+14.9%
ARKK vs WSM
+19.9%
-4.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.1% | -1.8% |
| 7D | +1.9% | -3.3% | +5.2% | +3.1% |
| 30D | +13.2% | -8.4% | +21.6% | +16.8% |
| 3M | +7.7% | +9.7% | -2.0% | +3.6% |
| 6M | +15.1% | +16.7% | -1.6% | +7.2% |
| YTD | +12.1% | +28.7% | -16.6% | +2.1% |
| 1Y | +14.9% | +13.7% | +1.3% | +4.9% |
| All | +14.9% | +19.9% | -4.9% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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