+419.0%
WMT vs ARKK
+350.7%
+68.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.1% |
| 7D | -2.5% | -4.7% | +2.2% | -1.9% |
| 30D | -6.4% | +3.1% | -9.5% | -6.8% |
| 3M | -12.1% | +13.8% | -25.9% | -13.7% |
| 6M | -15.0% | +14.0% | -28.9% | -16.8% |
| YTD | -4.5% | +8.0% | -12.5% | -6.1% |
| 1Y | +6.2% | +9.9% | -3.7% | +3.8% |
| 3Y | +99.9% | +90.2% | +9.7% | +78.4% |
| 5Y | +131.4% | -29.9% | +161.3% | +132.4% |
| 10Y | +433.2% | +329.1% | +104.1% | +259.9% |
| All | +419.0% | +350.7% | +68.3% | +241.2% |
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 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