+916.1%
WDC vs ARKK
-29.6%
+945.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.3% |
| 7D | -4.3% | -3.1% | -1.2% | -2.9% |
| 30D | -1.5% | +2.7% | -4.2% | -3.2% |
| 3M | -15.5% | +10.8% | -26.2% | -19.5% |
| 6M | +66.5% | +14.4% | +52.1% | +56.7% |
| YTD | +159.9% | +8.7% | +151.2% | +150.8% |
| 1Y | +366.0% | +6.7% | +359.2% | +353.9% |
| 3Y | +1,285.8% | +87.4% | +1,198.4% | +938.2% |
| All | +916.1% | -29.6% | +945.7% | +814.9% |
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