+331.8%
ARKK vs PTC
+205.0%
+126.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.4% |
| 7D | -3.1% | -7.3% | +4.2% | +1.7% |
| 30D | +2.7% | -11.6% | +14.3% | +10.8% |
| 3M | +10.8% | +10.5% | +0.3% | +1.3% |
| 6M | +14.4% | -17.8% | +32.2% | +25.6% |
| YTD | +8.7% | -24.9% | +33.6% | +26.4% |
| 1Y | +6.7% | -36.8% | +43.6% | +40.4% |
| 3Y | +87.4% | -8.7% | +96.1% | +86.5% |
| 5Y | -29.5% | +4.1% | -33.6% | -34.9% |
| All | +331.8% | +205.0% | +126.8% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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