+7.0%
WMT vs ARKK
+15.4%
-8.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.3% |
| 7D | +3.9% | +1.9% | +2.0% | +4.1% |
| 30D | -4.4% | +13.2% | -17.6% | -3.3% |
| 3M | -8.8% | +7.7% | -16.5% | -8.0% |
| 6M | -15.6% | +15.1% | -30.7% | -14.8% |
| YTD | -3.2% | +12.1% | -15.3% | -2.4% |
| 1Y | +7.0% | +14.9% | -7.9% | +6.8% |
| All | +7.0% | +15.4% | -8.4% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling