+368.0%
ARKK vs PSA
+158.5%
+209.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | +3.6% | -0.4% | +4.0% | +3.8% |
| 30D | +8.4% | -8.2% | +16.5% | +12.1% |
| 3M | +13.4% | -2.1% | +15.6% | +13.8% |
| 6M | +18.9% | -0.2% | +19.1% | +18.1% |
| YTD | +11.9% | +18.5% | -6.6% | +3.3% |
| 1Y | +13.1% | +6.6% | +6.5% | +8.8% |
| 3Y | +97.1% | +24.5% | +72.6% | +74.8% |
| 5Y | -27.8% | +13.6% | -41.4% | -33.9% |
| 10Y | +338.5% | +102.0% | +236.5% | +227.4% |
| All | +368.0% | +158.5% | +209.6% | +207.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling