+34.4%
ARKK vs PLTU
+129.7%
-95.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | -0.9% |
| 7D | -4.7% | -17.7% | +13.0% | -1.0% |
| 30D | +3.1% | -12.5% | +15.6% | +5.1% |
| 3M | +13.8% | +39.5% | -25.7% | +1.2% |
| 6M | +14.0% | -7.0% | +20.9% | +7.9% |
| YTD | +8.0% | -38.1% | +46.0% | +9.4% |
| 1Y | +9.9% | -36.0% | +45.9% | +8.1% |
| All | +34.4% | +129.7% | -95.3% | -11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling