-28.1%
ARKK vs PBR
+552.2%
-580.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.5% | +0.7% |
| 7D | -3.1% | +5.4% | -8.4% | -3.8% |
| 30D | +2.7% | +22.9% | -20.2% | -0.3% |
| 3M | +10.8% | +19.6% | -8.9% | +7.6% |
| 6M | +14.4% | +16.5% | -2.1% | +10.9% |
| YTD | +8.7% | +86.7% | -78.0% | -3.2% |
| 1Y | +6.7% | +74.7% | -68.0% | -4.0% |
| 3Y | +87.4% | +102.6% | -15.2% | +63.3% |
| All | -28.1% | +552.2% | -580.2% | -46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling