-3.7%
ARKK vs PH
+20.3%
-24.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.7% | +1.2% |
| 7D | -6.7% | -0.2% | -6.5% | -6.6% |
| 30D | -13.4% | -6.7% | -6.7% | -11.6% |
| 3M | +4.7% | -8.1% | +12.8% | +6.8% |
| 6M | +2.7% | +5.3% | -2.6% | +0.6% |
| YTD | +4.5% | +4.2% | +0.3% | +3.7% |
| 1Y | -3.7% | +19.3% | -23.1% | -2.3% |
| All | -3.7% | +20.3% | -24.1% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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