+94.1%
ARKK vs PPL
+55.3%
+38.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -4.0% | 0.0% | -4.0% | -4.0% |
| 30D | -14.0% | +4.3% | -18.3% | -14.1% |
| 3M | -4.2% | +2.9% | -7.1% | -4.2% |
| 6M | -2.6% | +1.1% | -3.7% | -2.6% |
| YTD | +0.2% | +4.5% | -4.2% | -0.6% |
| 1Y | -6.9% | +0.1% | -7.0% | -7.0% |
| 3Y | +94.1% | +55.7% | +38.4% | +63.6% |
| All | +94.1% | +55.3% | +38.8% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling