-68.1%
PCG vs ARKK
+367.9%
-436.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.7% |
| 7D | -13.9% | +1.9% | -15.8% | -14.3% |
| 30D | -16.9% | +13.2% | -30.0% | -19.3% |
| 3M | -14.7% | +7.7% | -22.4% | -16.7% |
| 6M | -23.8% | +15.1% | -38.9% | -27.0% |
| YTD | -10.5% | +12.1% | -22.6% | -14.1% |
| 1Y | -5.1% | +14.9% | -20.0% | -10.0% |
| 3Y | -11.6% | +99.3% | -110.9% | -29.8% |
| 5Y | +59.0% | -29.9% | +88.9% | +64.4% |
| 10Y | -75.7% | +351.6% | -427.4% | -85.9% |
| All | -68.1% | +367.9% | -436.0% | -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 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