+307.7%
ARKK vs PAAS
+377.3%
-69.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | -0.6% | -8.9% | +8.3% | +1.1% |
| 30D | -11.2% | -11.4% | +0.2% | -9.2% |
| 3M | -9.2% | -20.4% | +11.2% | -5.4% |
| 6M | -3.9% | -40.7% | +36.8% | +5.1% |
| YTD | -2.5% | -26.9% | +24.4% | +2.0% |
| 1Y | -2.7% | -3.1% | +0.3% | -3.2% |
| 3Y | +87.9% | +199.3% | -111.4% | +50.8% |
| 5Y | -35.7% | +48.3% | -83.9% | -44.0% |
| 10Y | +299.2% | +197.6% | +101.6% | +227.5% |
| All | +307.7% | +377.3% | -69.6% | +225.4% |
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