+329.1%
ARKK vs P
+684.8%
-355.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.3% | -0.6% |
| 7D | -4.7% | -4.1% | -0.6% | -3.1% |
| 30D | +3.1% | -14.0% | +17.0% | +8.5% |
| 3M | +13.8% | +41.4% | -27.7% | -3.4% |
| 6M | +14.0% | +54.2% | -40.2% | -8.9% |
| YTD | +8.0% | +40.4% | -32.4% | -11.4% |
| 1Y | +9.9% | +16.0% | -6.0% | -5.6% |
| 3Y | +90.2% | +140.7% | -50.5% | +7.0% |
| 5Y | -29.9% | +256.3% | -286.2% | -67.2% |
| All | +329.1% | +684.8% | -355.7% | +59.3% |
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