+36.5%
WELL vs ARKK
-5.7%
+42.2%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.8% | +2.8% |
| 7D | +9.2% | -6.7% | +15.8% | +8.7% |
| 30D | +10.6% | -13.4% | +24.0% | +10.0% |
| 3M | +7.5% | +4.7% | +2.8% | +7.9% |
| 6M | +15.0% | +2.7% | +12.3% | +15.4% |
| YTD | +35.0% | +4.5% | +30.6% | +33.9% |
| 1Y | +36.5% | -3.7% | +40.3% | +36.1% |
| All | +36.5% | -5.7% | +42.2% | +36.1% |
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