+336.9%
ARKK vs PPL
+52.7%
+284.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +5.1% | -1.3% | +6.4% | +5.5% |
| 3M | +12.7% | -2.6% | +15.3% | +13.5% |
| 6M | +13.8% | -8.4% | +22.2% | +16.9% |
| YTD | +9.9% | +0.2% | +9.7% | +8.8% |
| 1Y | +10.4% | -0.2% | +10.6% | +9.3% |
| 3Y | +93.6% | +52.9% | +40.7% | +58.1% |
| 5Y | -29.4% | +36.8% | -66.2% | -39.5% |
| 10Y | +336.9% | +57.6% | +279.3% | +241.3% |
| All | +336.9% | +52.7% | +284.2% | +241.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling