+161.2%
PANW vs ARKK
+89.0%
+72.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.6% |
| 7D | -0.8% | -3.1% | +2.3% | +0.6% |
| 30D | -14.6% | +2.7% | -17.3% | -15.7% |
| 3M | +18.3% | +10.8% | +7.5% | +13.0% |
| 6M | +100.5% | +14.4% | +86.1% | +87.8% |
| YTD | +79.5% | +8.7% | +70.8% | +71.2% |
| 1Y | +66.7% | +6.7% | +60.0% | +59.3% |
| 3Y | +161.2% | +87.4% | +73.8% | +98.9% |
| All | +161.2% | +89.0% | +72.2% | +98.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling