+331.8%
ARKK vs PBR
+697.0%
-365.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +0.8% |
| 7D | -3.1% | +5.4% | -8.4% | -4.2% |
| 30D | +2.7% | +22.9% | -20.2% | -1.9% |
| 3M | +10.8% | +19.6% | -8.9% | +6.0% |
| 6M | +14.4% | +16.5% | -2.1% | +9.4% |
| YTD | +8.7% | +86.7% | -78.0% | -6.9% |
| 1Y | +6.7% | +74.7% | -68.0% | -7.4% |
| 3Y | +87.4% | +102.6% | -15.2% | +55.2% |
| 5Y | -29.5% | +566.6% | -596.0% | -57.8% |
| All | +331.8% | +697.0% | -365.2% | +129.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling