+326.7%
ARKK vs PRU
+133.6%
+193.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -2.4% | -2.8% | +0.5% | -0.9% |
| 30D | -10.8% | +8.5% | -19.4% | -14.6% |
| 3M | -2.6% | +1.7% | -4.4% | -3.8% |
| 6M | -1.9% | +24.8% | -26.7% | -12.9% |
| YTD | +2.0% | +13.3% | -11.3% | -5.0% |
| 1Y | -4.4% | +21.4% | -25.7% | -14.1% |
| 3Y | +97.5% | +54.8% | +42.7% | +59.1% |
| 5Y | -32.0% | +42.4% | -74.4% | -42.8% |
| 10Y | +317.7% | +98.4% | +219.3% | +181.5% |
| All | +326.7% | +133.6% | +193.0% | +166.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling