+368.8%
ARKK vs PAAS
+553.5%
-184.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.6% |
| 7D | +1.9% | -2.9% | +4.8% | +2.5% |
| 30D | +13.2% | +6.8% | +6.4% | +11.7% |
| 3M | +7.7% | -2.9% | +10.6% | +7.9% |
| 6M | +15.1% | -16.4% | +31.5% | +18.0% |
| YTD | +12.1% | 0.0% | +12.1% | +10.9% |
| 1Y | +14.9% | +54.3% | -39.4% | +5.0% |
| 3Y | +99.3% | +230.7% | -131.4% | +55.9% |
| 5Y | -29.9% | +111.6% | -141.6% | -42.7% |
| 10Y | +351.6% | +211.7% | +139.9% | +252.0% |
| All | +368.8% | +553.5% | -184.7% | +253.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling