+112.2%
WDAY vs ARKK
+331.8%
-219.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | -5.2% | -3.1% | -2.1% | -3.6% |
| 30D | +5.9% | +2.7% | +3.2% | +4.2% |
| 3M | +42.3% | +10.8% | +31.5% | +33.4% |
| 6M | +34.7% | +14.4% | +20.3% | +22.5% |
| YTD | -13.5% | +8.7% | -22.2% | -19.7% |
| 1Y | -18.1% | +6.7% | -24.8% | -24.1% |
| 3Y | -26.4% | +87.4% | -113.8% | -54.7% |
| 5Y | -30.6% | -29.5% | -1.1% | -25.9% |
| All | +112.2% | +331.8% | -219.6% | -45.0% |
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