-29.4%
ARKK vs P
+274.2%
-303.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.3% | -0.2% |
| 7D | +1.4% | +5.0% | -3.6% | -0.6% |
| 30D | +5.1% | -0.9% | +6.1% | +4.2% |
| 3M | +12.7% | +38.7% | -25.9% | -3.8% |
| 6M | +13.8% | +54.4% | -40.6% | -9.8% |
| YTD | +9.9% | +44.8% | -34.9% | -11.7% |
| 1Y | +10.4% | +22.5% | -12.1% | -8.5% |
| 3Y | +93.6% | +148.2% | -54.6% | -4.2% |
| 5Y | -29.4% | +268.9% | -298.3% | -73.5% |
| All | -29.4% | +274.2% | -303.5% | -73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling