+113.2%
WDC vs ARKK
-5.7%
+118.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.1% | -6.8% | -6.8% |
| 7D | -18.3% | -6.7% | -11.6% | -12.7% |
| 30D | -26.7% | -13.4% | -13.3% | -15.9% |
| 3M | -40.9% | +4.7% | -45.7% | -44.3% |
| 6M | -26.8% | +2.7% | -29.5% | -28.8% |
| YTD | +88.2% | +4.5% | +83.7% | +80.8% |
| 1Y | +113.2% | -3.7% | +116.9% | +121.2% |
| All | +113.2% | -5.7% | +118.8% | +121.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling