+349.8%
WELL vs ARKK
+331.8%
+18.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.2% |
| 7D | -0.2% | -3.1% | +2.8% | +0.4% |
| 30D | +2.3% | +2.7% | -0.4% | +1.6% |
| 3M | +12.3% | +10.8% | +1.5% | +9.3% |
| 6M | +15.6% | +14.4% | +1.2% | +11.1% |
| YTD | +28.3% | +8.7% | +19.7% | +24.4% |
| 1Y | +41.9% | +6.7% | +35.2% | +37.2% |
| 3Y | +198.3% | +87.4% | +110.9% | +142.0% |
| 5Y | +206.4% | -29.5% | +235.9% | +215.8% |
| All | +349.8% | +331.8% | +18.0% | +129.0% |
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