+14.9%
ARKK vs PPL
-0.5%
+15.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +1.9% | +2.7% | -0.7% | +2.3% |
| 30D | +13.2% | +0.5% | +12.7% | +13.2% |
| 3M | +7.7% | +0.7% | +7.0% | +7.6% |
| 6M | +15.1% | -7.6% | +22.7% | +14.7% |
| YTD | +12.1% | +1.8% | +10.3% | +11.3% |
| 1Y | +14.9% | -0.8% | +15.7% | +17.0% |
| All | +14.9% | -0.5% | +15.5% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 1y: compounded portfolio wealth divided by compounded PPL 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…
1y analysis · Full analysis span regression · 6 months rolling