-3.7%
ARKK vs PFG
+46.8%
-50.6%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.1% | -4.1% | -1.4% |
| 7D | -6.7% | +4.9% | -11.6% | -8.2% |
| 30D | -13.4% | +5.7% | -19.0% | -15.0% |
| 3M | +4.7% | +2.6% | +2.1% | +3.5% |
| 6M | +2.7% | +19.8% | -17.1% | -6.9% |
| YTD | +4.5% | +36.3% | -31.8% | -11.9% |
| 1Y | -3.7% | +47.9% | -51.6% | -22.3% |
| All | -3.7% | +46.8% | -50.6% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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