+41.5%
ARKK vs PLTD
-77.8%
+119.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | +0.8% |
| 7D | +1.9% | +5.9% | -4.0% | +4.6% |
| 30D | +13.2% | -11.6% | +24.8% | +8.8% |
| 3M | +7.7% | -29.9% | +37.6% | -2.2% |
| 6M | +15.1% | -28.5% | +43.6% | +7.8% |
| YTD | +12.1% | -20.4% | +32.5% | +11.9% |
| 1Y | +14.9% | -33.3% | +48.2% | +9.0% |
| All | +41.5% | -77.8% | +119.3% | -6.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling