+307.7%
ARKK vs PH
+819.7%
-512.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -2.0% |
| 7D | -0.6% | +4.3% | -5.0% | -3.2% |
| 30D | -11.2% | +0.1% | -11.4% | -11.4% |
| 3M | -9.2% | -9.4% | +0.2% | -3.8% |
| 6M | -3.9% | +8.8% | -12.7% | -9.8% |
| YTD | -2.5% | +9.6% | -12.1% | -9.7% |
| 1Y | -2.7% | +14.4% | -17.2% | -12.3% |
| 3Y | +87.9% | +134.5% | -46.6% | +9.4% |
| 5Y | -35.7% | +204.4% | -240.1% | -67.8% |
| 10Y | +299.2% | +697.3% | -398.1% | +13.3% |
| All | +307.7% | +819.7% | -512.0% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling