+1,328.4%
WDC vs ARKK
+87.8%
+1,240.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.7% | -3.3% |
| 7D | +4.4% | -4.7% | +9.1% | +7.5% |
| 30D | +5.3% | +3.1% | +2.2% | +2.7% |
| 3M | -5.9% | +13.8% | -19.7% | -12.9% |
| 6M | +73.2% | +14.0% | +59.3% | +60.4% |
| YTD | +167.8% | +8.0% | +159.9% | +155.7% |
| 1Y | +386.0% | +9.9% | +376.1% | +360.0% |
| All | +1,328.4% | +87.8% | +1,240.6% | +928.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling