+36.3%
ARKK vs PLTD
-76.7%
+113.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.0% | -0.9% |
| 7D | -4.7% | +9.9% | -14.6% | -1.0% |
| 30D | +3.1% | +3.8% | -0.8% | +5.3% |
| 3M | +13.8% | -32.3% | +46.1% | +1.4% |
| 6M | +14.0% | -25.9% | +39.8% | +8.2% |
| YTD | +8.0% | -16.4% | +24.4% | +9.9% |
| 1Y | +9.9% | -25.2% | +35.1% | +9.5% |
| All | +36.3% | -76.7% | +113.0% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling