+287.1%
PCAR vs ARKK
+293.0%
-5.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.8% |
| 7D | +4.9% | -0.6% | +5.6% | +5.1% |
| 30D | -1.4% | -11.2% | +9.8% | +1.1% |
| 3M | -18.1% | -9.2% | -8.9% | -16.7% |
| 6M | -4.0% | -3.9% | -0.1% | -4.0% |
| YTD | -1.5% | -2.5% | +1.0% | -2.3% |
| 1Y | +13.2% | -2.7% | +15.9% | +12.2% |
| 3Y | +35.8% | +87.9% | -52.1% | +11.3% |
| 5Y | +114.6% | -35.7% | +150.3% | +121.9% |
| All | +287.1% | +293.0% | -5.9% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling