+331.8%
ARKK vs PFG
+251.1%
+80.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.1% |
| 7D | -3.1% | -0.4% | -2.6% | -2.8% |
| 30D | +2.7% | +2.9% | -0.2% | +1.0% |
| 3M | +10.8% | +6.7% | +4.0% | +6.4% |
| 6M | +14.4% | +33.8% | -19.4% | -2.8% |
| YTD | +8.7% | +35.0% | -26.3% | -8.3% |
| 1Y | +6.7% | +46.4% | -39.7% | -14.0% |
| 3Y | +87.4% | +71.7% | +15.7% | +40.3% |
| 5Y | -29.5% | +113.7% | -143.1% | -51.4% |
| All | +331.8% | +251.1% | +80.7% | +114.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling