-32.7%
ARKK vs PL
+75.7%
-108.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -0.9% |
| 7D | +1.4% | -13.9% | +15.3% | +5.3% |
| 30D | +5.1% | -25.5% | +30.6% | +13.3% |
| 3M | +12.7% | -44.8% | +57.5% | +30.0% |
| 6M | +13.8% | -33.3% | +47.1% | +18.6% |
| YTD | +9.9% | -12.7% | +22.6% | +4.8% |
| 1Y | +10.4% | +90.9% | -80.5% | -18.7% |
| 3Y | +93.6% | +528.5% | -434.9% | -23.4% |
| 5Y | -29.4% | +72.7% | -102.1% | -62.0% |
| All | -32.7% | +75.7% | -108.4% | -63.9% |
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