+37.7%
PCAR vs ARKK
+99.3%
-61.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +2.0% |
| 7D | +2.2% | -2.4% | +4.6% | +2.7% |
| 30D | +0.3% | -10.8% | +11.2% | +2.9% |
| 3M | -17.9% | -2.6% | -15.3% | -18.0% |
| 6M | -3.4% | -1.9% | -1.5% | -4.0% |
| YTD | -0.1% | +2.0% | -2.1% | -2.3% |
| 1Y | +13.4% | -4.4% | +17.8% | +12.8% |
| All | +37.7% | +99.3% | -61.6% | +11.5% |
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