+14.9%
ARKK vs PEG
-7.0%
+21.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -0.9% | -1.1% |
| 7D | +1.9% | +0.7% | +1.2% | +1.9% |
| 30D | +13.2% | -2.4% | +15.6% | +13.3% |
| 3M | +7.7% | -4.8% | +12.5% | +7.5% |
| 6M | +15.1% | -10.7% | +25.8% | +16.2% |
| YTD | +12.1% | -6.7% | +18.8% | +11.7% |
| 1Y | +14.9% | -6.8% | +21.8% | +15.5% |
| All | +14.9% | -7.0% | +21.9% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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