+27.4%
WMT vs ARKK
-5.7%
+33.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | +8.8% | -6.7% | +15.4% | +7.9% |
| 30D | +22.9% | -13.4% | +36.3% | +21.2% |
| 3M | +16.1% | +4.7% | +11.4% | +16.7% |
| 6M | -0.5% | +2.7% | -3.2% | +0.1% |
| YTD | +16.7% | +4.5% | +12.2% | +17.0% |
| 1Y | +27.4% | -3.7% | +31.1% | +26.3% |
| All | +27.4% | -5.7% | +33.0% | +26.3% |
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 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