-27.8%
ARKK vs PRU
+45.5%
-73.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +1.5% |
| 7D | +3.6% | +1.9% | +1.7% | +2.1% |
| 30D | +8.4% | -0.4% | +8.8% | +8.5% |
| 3M | +13.4% | +16.4% | -3.0% | -0.2% |
| 6M | +18.9% | +26.0% | -7.1% | -2.4% |
| YTD | +11.9% | +9.9% | +2.0% | +2.4% |
| 1Y | +13.1% | +18.8% | -5.7% | -3.5% |
| 3Y | +97.1% | +45.3% | +51.7% | +40.6% |
| 5Y | -27.8% | +45.6% | -73.3% | -47.2% |
| All | -27.8% | +45.5% | -73.3% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling