+95.1%
WDAY vs ARKK
+367.1%
-272.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.8% |
| 7D | -6.1% | +3.6% | -9.7% | -7.9% |
| 30D | +3.7% | +8.4% | -4.7% | -1.0% |
| 3M | +29.6% | +13.4% | +16.1% | +19.4% |
| 6M | +23.3% | +18.9% | +4.4% | +9.3% |
| YTD | -13.3% | +11.9% | -25.2% | -21.0% |
| 1Y | -19.6% | +13.1% | -32.7% | -28.2% |
| 3Y | -25.7% | +97.1% | -122.7% | -56.5% |
| 5Y | -31.6% | -27.8% | -3.8% | -28.0% |
| 10Y | +109.9% | +338.5% | -228.5% | -56.8% |
| All | +95.1% | +367.1% | -272.0% | -64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling