-28.1%
ARKK vs PHM
+156.2%
-184.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.3% |
| 7D | -3.1% | -5.0% | +1.9% | -0.1% |
| 30D | +2.7% | -8.4% | +11.2% | +8.1% |
| 3M | +10.8% | -4.4% | +15.2% | +12.5% |
| 6M | +14.4% | -3.7% | +18.1% | +14.9% |
| YTD | +8.7% | +1.3% | +7.4% | +4.2% |
| 1Y | +6.7% | -14.0% | +20.8% | +13.1% |
| 3Y | +87.4% | +48.1% | +39.3% | +22.6% |
| All | -28.1% | +156.2% | -184.3% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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