-29.9%
ARKK vs PTC
+0.6%
-30.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | -4.7% | -14.2% | +9.6% | +6.2% |
| 30D | +3.1% | -14.4% | +17.5% | +14.7% |
| 3M | +13.8% | -4.7% | +18.5% | +13.6% |
| 6M | +14.0% | -19.3% | +33.3% | +29.3% |
| YTD | +8.0% | -26.1% | +34.1% | +31.2% |
| 1Y | +9.9% | -37.1% | +47.0% | +53.9% |
| 3Y | +90.2% | -10.4% | +100.5% | +80.6% |
| 5Y | -29.9% | +2.5% | -32.4% | -41.0% |
| All | -29.9% | +0.6% | -30.5% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling