+97.1%
ARKK vs PLUG
-72.4%
+169.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | -0.7% |
| 7D | +3.6% | +8.1% | -4.5% | +2.4% |
| 30D | +8.4% | +3.7% | +4.7% | +7.8% |
| 3M | +13.4% | -29.2% | +42.6% | +18.6% |
| 6M | +18.9% | +6.1% | +12.8% | +16.1% |
| YTD | +11.9% | +14.7% | -2.8% | +7.2% |
| 1Y | +13.1% | +56.9% | -43.9% | +0.8% |
| 3Y | +97.1% | -71.6% | +168.7% | +100.8% |
| All | +97.1% | -72.4% | +169.5% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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