+139.9%
WMB vs ARKK
+306.9%
-167.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | +0.1% |
| 7D | +7.8% | -0.6% | +8.4% | +8.0% |
| 30D | -5.1% | -11.2% | +6.1% | -2.1% |
| 3M | -4.7% | -9.2% | +4.5% | -2.7% |
| 6M | -7.4% | -3.9% | -3.5% | -7.8% |
| YTD | +17.5% | -2.5% | +20.0% | +15.4% |
| 1Y | +19.5% | -2.7% | +22.2% | +17.3% |
| 3Y | +121.3% | +87.9% | +33.4% | +67.6% |
| 5Y | +200.5% | -35.7% | +236.2% | +226.6% |
| 10Y | +281.9% | +299.2% | -17.3% | -22.8% |
| All | +139.9% | +306.9% | -167.0% | -57.3% |
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