+11.4%
WBD vs ARKK
+331.8%
-320.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -0.7% | -3.1% | +2.3% | +0.6% |
| 30D | +1.4% | +2.7% | -1.3% | -0.2% |
| 3M | +4.4% | +10.8% | -6.4% | -1.5% |
| 6M | +0.8% | +14.4% | -13.6% | -7.3% |
| YTD | -2.7% | +8.7% | -11.4% | -9.0% |
| 1Y | +73.4% | +6.7% | +66.7% | +61.4% |
| 3Y | +142.1% | +87.4% | +54.7% | +70.8% |
| 5Y | +7.2% | -29.5% | +36.7% | -0.4% |
| All | +11.4% | +331.8% | -320.4% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 10y: compounded portfolio wealth divided by compounded ARKK 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…
10y analysis · Full analysis span regression · 6 months rolling