+87.9%
ARKK vs PL
+536.4%
-448.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.8% |
| 7D | -0.6% | +10.0% | -10.7% | -2.6% |
| 30D | -11.2% | -2.3% | -9.0% | -11.0% |
| 3M | -9.2% | -44.2% | +35.0% | +1.1% |
| 6M | -3.9% | -66.1% | +62.2% | +15.8% |
| YTD | -2.5% | -30.0% | +27.5% | -1.2% |
| 1Y | -2.7% | +21.0% | -23.8% | -13.2% |
| 3Y | +87.9% | +516.5% | -428.6% | -2.7% |
| All | +87.9% | +536.4% | -448.5% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling