+354.4%
ARKK vs PTEN
-28.4%
+382.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -3.1% | +3.5% | -6.5% | -3.6% |
| 30D | +2.7% | +17.5% | -14.8% | -0.2% |
| 3M | +10.8% | +12.7% | -2.0% | +7.6% |
| 6M | +14.4% | +33.1% | -18.7% | +6.7% |
| YTD | +8.7% | +116.4% | -107.8% | -7.3% |
| 1Y | +6.7% | +141.2% | -134.4% | -11.0% |
| 3Y | +87.4% | -3.8% | +91.2% | +77.3% |
| 5Y | -29.5% | +92.7% | -122.2% | -41.8% |
| 10Y | +331.8% | -17.1% | +348.9% | +233.8% |
| All | +354.4% | -28.4% | +382.9% | +232.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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