+428.1%
WMT vs ARKK
+331.8%
+96.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | 0.0% | -3.1% | +3.1% | +0.4% |
| 30D | -7.4% | +2.7% | -10.1% | -7.8% |
| 3M | -10.9% | +10.8% | -21.6% | -12.1% |
| 6M | -12.7% | +14.4% | -27.1% | -14.5% |
| YTD | -3.2% | +8.7% | -11.9% | -4.8% |
| 1Y | +5.3% | +6.7% | -1.5% | +3.3% |
| 3Y | +101.9% | +87.4% | +14.5% | +80.9% |
| 5Y | +134.6% | -29.5% | +164.0% | +135.8% |
| All | +428.1% | +331.8% | +96.3% | +256.2% |
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