-27.8%
ARKK vs PLUG
-91.6%
+63.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.1% | -4.3% | -1.2% |
| 7D | +3.6% | +8.1% | -4.5% | +1.6% |
| 30D | +8.4% | +3.7% | +4.7% | +7.3% |
| 3M | +13.4% | -29.2% | +42.6% | +22.6% |
| 6M | +18.9% | +6.1% | +12.8% | +13.6% |
| YTD | +11.9% | +14.7% | -2.8% | +2.8% |
| 1Y | +13.1% | +56.9% | -43.9% | -10.4% |
| 3Y | +97.1% | -71.6% | +168.7% | +102.7% |
| 5Y | -27.8% | -91.0% | +63.3% | +16.2% |
| All | -27.8% | -91.6% | +63.8% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling