+331.8%
ARKK vs PNR
+66.2%
+265.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | -3.1% | -6.0% | +3.0% | +1.0% |
| 30D | +2.7% | -14.0% | +16.7% | +13.3% |
| 3M | +10.8% | -21.7% | +32.5% | +27.4% |
| 6M | +14.4% | -37.3% | +51.7% | +52.0% |
| YTD | +8.7% | -45.1% | +53.8% | +56.9% |
| 1Y | +6.7% | -49.1% | +55.9% | +62.7% |
| 3Y | +87.4% | -14.8% | +102.2% | +98.7% |
| 5Y | -29.5% | -21.0% | -8.4% | -24.5% |
| All | +331.8% | +66.2% | +265.6% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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