+331.8%
ARKK vs PEG
+148.0%
+183.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -3.1% | -0.9% | -2.2% | -2.7% |
| 30D | +2.7% | -3.7% | +6.4% | +4.3% |
| 3M | +10.8% | -7.3% | +18.0% | +14.0% |
| 6M | +14.4% | -10.5% | +24.9% | +19.2% |
| YTD | +8.7% | -7.5% | +16.2% | +11.4% |
| 1Y | +6.7% | -8.7% | +15.5% | +9.9% |
| 3Y | +87.4% | +31.4% | +56.0% | +63.7% |
| 5Y | -29.5% | +37.8% | -67.2% | -40.2% |
| All | +331.8% | +148.0% | +183.8% | +202.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling