+351.6%
ARKK vs PNR
+51.2%
+300.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.9% |
| 7D | -4.7% | -5.5% | +0.8% | -1.3% |
| 30D | +3.1% | -15.6% | +18.6% | +14.2% |
| 3M | +13.8% | -20.2% | +34.0% | +28.1% |
| 6M | +14.0% | -36.6% | +50.6% | +47.4% |
| YTD | +8.0% | -45.0% | +53.0% | +51.6% |
| 1Y | +9.9% | -47.4% | +57.4% | +59.0% |
| 3Y | +90.2% | -13.7% | +103.9% | +101.0% |
| 5Y | -29.9% | -20.8% | -9.1% | -24.4% |
| 10Y | +329.1% | +65.2% | +263.9% | +205.4% |
| All | +351.6% | +51.2% | +300.4% | +217.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling