+63.3%
PANW vs ARKK
-4.4%
+67.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -11.8% | -6.7% | -5.1% | -8.8% |
| 30D | -14.4% | -13.4% | -1.1% | -8.4% |
| 3M | -5.0% | +4.7% | -9.7% | -7.3% |
| 6M | +88.6% | +2.7% | +85.8% | +85.4% |
| YTD | +88.9% | +4.5% | +84.5% | +81.6% |
| All | +63.3% | -4.4% | +67.7% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 1y: compounded portfolio wealth divided by compounded ARKK 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…
1y analysis · Full analysis span regression · 6 months rolling