+293.0%
ARKK vs PRU
+99.2%
+193.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.5% |
| 7D | -0.6% | +3.6% | -4.2% | -2.4% |
| 30D | -11.2% | +8.9% | -20.1% | -15.3% |
| 3M | -9.2% | +0.2% | -9.4% | -9.6% |
| 6M | -3.9% | +23.7% | -27.7% | -14.7% |
| YTD | -2.5% | +13.7% | -16.3% | -9.8% |
| 1Y | -2.7% | +20.6% | -23.3% | -12.7% |
| 3Y | +87.9% | +56.3% | +31.6% | +49.1% |
| 5Y | -35.7% | +42.3% | -78.0% | -46.4% |
| All | +293.0% | +99.2% | +193.8% | +175.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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