+368.8%
ARKK vs PTC
+266.3%
+102.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.0% | +5.0% | +2.8% |
| 7D | +1.9% | -10.3% | +12.2% | +9.0% |
| 30D | +13.2% | +1.1% | +12.0% | +11.7% |
| 3M | +7.7% | +1.6% | +6.1% | +3.7% |
| 6M | +15.1% | -13.5% | +28.5% | +22.2% |
| YTD | +12.1% | -19.1% | +31.1% | +23.8% |
| 1Y | +14.9% | -33.9% | +48.8% | +45.5% |
| 3Y | +99.3% | -3.9% | +103.2% | +93.3% |
| 5Y | -29.9% | +6.0% | -36.0% | -35.5% |
| 10Y | +351.6% | +223.7% | +127.9% | +130.4% |
| All | +368.8% | +266.3% | +102.5% | +119.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling