-38.6%
ARKK vs PL
+45.6%
-84.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.2% |
| 7D | -4.0% | +5.6% | -9.6% | -5.6% |
| 30D | -14.0% | -16.9% | +3.0% | -10.0% |
| 3M | -4.2% | -38.2% | +34.1% | +7.8% |
| 6M | -2.6% | -63.4% | +60.9% | +22.8% |
| YTD | +0.2% | -27.6% | +27.9% | -0.3% |
| 1Y | -6.9% | +6.6% | -13.5% | -19.1% |
| 3Y | +94.1% | +557.6% | -463.5% | -26.8% |
| 5Y | -32.7% | +39.5% | -72.2% | -62.7% |
| All | -38.6% | +45.6% | -84.2% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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