-28.1%
ARKK vs PSA
+13.7%
-41.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | -3.1% | -1.8% | -1.2% | -2.2% |
| 30D | +2.7% | -8.4% | +11.1% | +7.3% |
| 3M | +10.8% | -7.8% | +18.6% | +14.7% |
| 6M | +14.4% | +0.8% | +13.6% | +12.5% |
| YTD | +8.7% | +16.5% | -7.8% | -1.6% |
| 1Y | +6.7% | +4.7% | +2.0% | +2.1% |
| 3Y | +87.4% | +21.1% | +66.3% | +57.5% |
| All | -28.1% | +13.7% | -41.8% | -38.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling