+295.4%
WMB vs ARKK
+329.1%
-33.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.7% |
| 7D | -1.7% | -4.7% | +3.0% | -0.6% |
| 30D | +0.7% | +3.1% | -2.3% | -0.3% |
| 3M | +1.5% | +13.8% | -12.2% | -2.2% |
| 6M | +0.1% | +14.0% | -13.9% | -4.3% |
| YTD | +22.9% | +8.0% | +14.9% | +18.7% |
| 1Y | +27.9% | +9.9% | +17.9% | +22.1% |
| 3Y | +139.1% | +90.2% | +49.0% | +90.9% |
| 5Y | +270.9% | -29.9% | +300.8% | +291.0% |
| All | +295.4% | +329.1% | -33.7% | +69.2% |
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