-29.4%
ARKK vs PAAS
+122.5%
-151.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.7% | -5.5% | -2.9% |
| 7D | +1.4% | +2.6% | -1.2% | +0.6% |
| 30D | +5.1% | +2.5% | +2.6% | +4.0% |
| 3M | +12.7% | +15.1% | -2.3% | +7.3% |
| 6M | +13.8% | -12.1% | +25.9% | +16.6% |
| YTD | +9.9% | +3.1% | +6.9% | +6.2% |
| 1Y | +10.4% | +50.8% | -40.4% | -6.0% |
| 3Y | +93.6% | +259.5% | -165.9% | +14.2% |
| 5Y | -29.4% | +126.3% | -155.7% | -52.8% |
| All | -29.4% | +122.5% | -151.9% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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