+225.9%
WELL vs ARKK
-35.9%
+261.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | 0.0% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +5.7% | -11.2% | +16.9% | +6.9% |
| 3M | +4.6% | -9.2% | +13.8% | +5.4% |
| 6M | +11.9% | -3.9% | +15.8% | +11.6% |
| YTD | +33.6% | -2.5% | +36.1% | +32.5% |
| 1Y | +29.8% | -2.7% | +32.5% | +28.6% |
| 3Y | +202.2% | +87.9% | +114.3% | +163.4% |
| All | +225.9% | -35.9% | +261.8% | +221.9% |
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