-70.7%
PCG vs ARKK
+325.8%
-396.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.4% |
| 7D | -2.2% | -2.4% | +0.1% | -1.9% |
| 30D | -0.5% | -10.8% | +10.4% | +1.8% |
| 3M | -24.0% | -2.6% | -21.3% | -24.0% |
| 6M | -18.6% | -1.9% | -16.7% | -19.2% |
| YTD | -17.7% | +2.0% | -19.7% | -19.6% |
| 1Y | -20.0% | -4.4% | -15.6% | -20.8% |
| 3Y | -20.2% | +97.5% | -117.7% | -36.9% |
| 5Y | +8.4% | -32.0% | +40.4% | +11.7% |
| 10Y | -76.4% | +317.7% | -394.1% | -86.1% |
| All | -70.7% | +325.8% | -396.5% | -83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling