+670.7%
WDC vs ARKK
+367.1%
+303.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +6.0% | +3.6% | +2.4% | +3.6% |
| 30D | +9.9% | +8.4% | +1.6% | +4.3% |
| 3M | -9.4% | +13.4% | -22.8% | -15.6% |
| 6M | +94.7% | +18.9% | +75.8% | +76.8% |
| YTD | +177.4% | +11.9% | +165.5% | +160.9% |
| 1Y | +412.6% | +13.1% | +399.5% | +379.1% |
| 3Y | +1,359.8% | +97.1% | +1,262.7% | +850.4% |
| 5Y | +992.6% | -27.8% | +1,020.3% | +1,103.6% |
| 10Y | +1,245.5% | +338.5% | +907.0% | +182.7% |
| All | +670.7% | +367.1% | +303.6% | +43.6% |
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