-30.8%
WDAY vs ARKK
-31.2%
+0.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.2% |
| 7D | -10.5% | -4.7% | -5.9% | -8.8% |
| 30D | +2.1% | +3.1% | -0.9% | +0.7% |
| 3M | +34.6% | +13.8% | +20.9% | +26.5% |
| 6M | +29.9% | +14.0% | +15.9% | +20.9% |
| YTD | -13.8% | +8.0% | -21.8% | -18.3% |
| 1Y | -18.3% | +9.9% | -28.2% | -23.8% |
| 3Y | -26.2% | +90.2% | -116.3% | -49.8% |
| 5Y | -30.8% | -29.9% | -0.9% | -33.2% |
| All | -30.8% | -31.2% | +0.3% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling