+87.9%
ARKK vs PTC
+29.1%
+58.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.8% | -1.9% |
| 7D | -0.6% | +0.5% | -1.1% | -0.8% |
| 30D | -11.2% | +1.2% | -12.5% | -11.6% |
| 3M | -9.2% | +27.4% | -36.6% | -18.6% |
| 6M | -3.9% | +39.2% | -43.1% | -18.9% |
| YTD | -2.5% | +12.5% | -15.0% | -5.2% |
| 1Y | -2.7% | +12.3% | -15.0% | -5.4% |
| 3Y | +87.9% | +28.8% | +59.1% | +49.8% |
| All | +87.9% | +29.1% | +58.8% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling