-3.7%
ARKK vs PBR
+74.7%
-78.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.0% | +7.0% | -0.3% |
| 7D | -6.7% | -11.0% | +4.3% | -7.2% |
| 30D | -13.4% | -18.8% | +5.4% | -14.2% |
| 3M | +4.7% | +7.8% | -3.1% | +5.9% |
| 6M | +2.7% | -7.6% | +10.3% | +4.1% |
| YTD | +4.5% | +72.7% | -68.2% | -1.8% |
| 1Y | -3.7% | +72.9% | -76.7% | -9.9% |
| All | -3.7% | +74.7% | -78.5% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling