+163.9%
PCAR vs ARKK
-29.1%
+193.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | -0.2% | +1.4% | -1.6% | -0.5% |
| 30D | -6.9% | +5.1% | -12.0% | -7.9% |
| 3M | +2.1% | +12.7% | -10.6% | -0.6% |
| 6M | +1.6% | +13.8% | -12.2% | -1.6% |
| YTD | +12.2% | +9.9% | +2.3% | +9.3% |
| 1Y | +28.0% | +10.4% | +17.6% | +24.2% |
| 3Y | +61.0% | +93.6% | -32.6% | +37.3% |
| 5Y | +163.9% | -29.4% | +193.3% | +137.5% |
| All | +163.9% | -29.1% | +193.0% | +137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling