+35.2%
ARKK vs PLTU
+133.3%
-98.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.3% |
| 7D | -3.1% | -8.1% | +5.1% | -1.4% |
| 30D | +2.7% | -7.0% | +9.8% | +3.5% |
| 3M | +10.8% | +40.0% | -29.2% | -1.5% |
| 6M | +14.4% | -6.0% | +20.4% | +8.1% |
| YTD | +8.7% | -37.1% | +45.7% | +9.7% |
| 1Y | +6.7% | -33.1% | +39.9% | +4.1% |
| All | +35.2% | +133.3% | -98.1% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling