+1,188.5%
WDC vs ARKK
+331.8%
+856.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.3% |
| 7D | -4.3% | -3.1% | -1.2% | -2.6% |
| 30D | -1.5% | +2.7% | -4.2% | -3.5% |
| 3M | -15.5% | +10.8% | -26.2% | -20.2% |
| 6M | +66.5% | +14.4% | +52.1% | +54.9% |
| YTD | +159.9% | +8.7% | +151.2% | +149.0% |
| 1Y | +366.0% | +6.7% | +359.2% | +351.0% |
| 3Y | +1,285.8% | +87.4% | +1,198.4% | +845.6% |
| 5Y | +925.6% | -29.5% | +955.0% | +1,045.4% |
| All | +1,188.5% | +331.8% | +856.7% | +254.4% |
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 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