-37.8%
ARKK vs PL
+20.8%
-58.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.4% | -7.2% | +0.4% |
| 7D | -6.6% | -6.8% | +0.3% | -4.9% |
| 30D | -14.5% | -29.3% | +14.8% | -6.5% |
| 3M | -0.4% | -44.8% | +44.4% | +15.7% |
| 6M | -5.2% | -68.4% | +63.2% | +24.1% |
| YTD | -1.9% | -36.4% | +34.5% | +1.2% |
| 1Y | -6.7% | +0.7% | -7.5% | -17.8% |
| 3Y | +89.7% | +455.3% | -365.6% | -24.7% |
| All | -37.8% | +20.8% | -58.6% | -64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling