+423.3%
WELL vs ARKK
+367.1%
+56.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | -1.3% | +3.6% | -4.9% | -2.1% |
| 30D | +0.5% | +8.4% | -7.9% | -1.3% |
| 3M | +19.1% | +13.4% | +5.6% | +15.3% |
| 6M | +17.0% | +18.9% | -1.9% | +11.6% |
| YTD | +29.2% | +11.9% | +17.3% | +24.4% |
| 1Y | +42.1% | +13.1% | +29.1% | +35.7% |
| 3Y | +204.5% | +97.1% | +107.5% | +144.4% |
| 5Y | +211.0% | -27.8% | +238.7% | +216.2% |
| 10Y | +337.6% | +338.5% | -0.9% | +121.1% |
| All | +423.3% | +367.1% | +56.2% | +154.4% |
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