+301.0%
ARKK vs P
+666.7%
-365.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.4% | -5.9% | -3.8% |
| 7D | +4.6% | +17.8% | -13.2% | -2.1% |
| 30D | -12.2% | -29.9% | +17.6% | -0.1% |
| 3M | -6.0% | -1.2% | -4.8% | -8.0% |
| 6M | -2.2% | +32.1% | -34.3% | -17.5% |
| YTD | -0.5% | +64.3% | -64.8% | -24.8% |
| 1Y | -6.0% | +24.3% | -30.3% | -22.7% |
| 3Y | +92.5% | +203.2% | -110.7% | -4.1% |
| 5Y | -34.4% | +290.4% | -324.8% | -71.1% |
| All | +301.0% | +666.7% | -365.8% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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