-29.9%
ARKK vs PH
+243.6%
-273.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -0.5% |
| 7D | -4.7% | -3.1% | -1.6% | -2.2% |
| 30D | +3.1% | -11.8% | +14.8% | +13.8% |
| 3M | +13.8% | +6.9% | +6.8% | +6.2% |
| 6M | +14.0% | -1.3% | +15.2% | +12.4% |
| YTD | +8.0% | +7.0% | +1.0% | -1.1% |
| 1Y | +9.9% | +23.1% | -13.2% | -12.0% |
| 3Y | +90.2% | +135.4% | -45.2% | -15.9% |
| 5Y | -29.9% | +250.3% | -280.2% | -78.9% |
| All | -29.9% | +243.6% | -273.5% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling