-31.4%
ARKK vs PL
+84.9%
-116.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.7% |
| 7D | +1.9% | -9.3% | +11.2% | +4.4% |
| 30D | +13.2% | -18.9% | +32.1% | +19.3% |
| 3M | +7.7% | -58.4% | +66.1% | +32.8% |
| 6M | +15.1% | -30.3% | +45.4% | +18.5% |
| YTD | +12.1% | -8.1% | +20.2% | +5.4% |
| 1Y | +14.9% | +180.5% | -165.6% | -27.1% |
| 3Y | +99.3% | +444.1% | -344.8% | -16.1% |
| 5Y | -29.9% | +83.0% | -112.9% | -62.6% |
| All | -31.4% | +84.9% | -116.3% | -63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling