+331.8%
ARKK vs PSA
+102.6%
+229.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -3.1% | -1.8% | -1.2% | -2.3% |
| 30D | +2.7% | -8.4% | +11.1% | +6.5% |
| 3M | +10.8% | -7.8% | +18.6% | +14.1% |
| 6M | +14.4% | +0.8% | +13.6% | +13.0% |
| YTD | +8.7% | +16.5% | -7.8% | +0.6% |
| 1Y | +6.7% | +4.7% | +2.0% | +3.2% |
| 3Y | +87.4% | +21.1% | +66.3% | +67.0% |
| 5Y | -29.5% | +14.2% | -43.6% | -35.8% |
| All | +331.8% | +102.6% | +229.2% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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