+38.8%
ARKK vs PLTD
-77.2%
+116.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -1.6% |
| 7D | +1.4% | -0.9% | +2.3% | +1.3% |
| 30D | +5.1% | +1.3% | +3.8% | +6.3% |
| 3M | +12.7% | -32.9% | +45.6% | +0.2% |
| 6M | +13.8% | -24.9% | +38.7% | +8.9% |
| YTD | +9.9% | -18.2% | +28.2% | +10.9% |
| 1Y | +10.4% | -28.7% | +39.1% | +7.7% |
| All | +38.8% | -77.2% | +116.0% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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