+191.4%
PDD vs ARKK
+92.2%
+99.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.4% |
| 7D | -5.4% | -3.1% | -2.3% | -3.5% |
| 30D | -12.6% | +2.7% | -15.3% | -14.5% |
| 3M | -4.3% | +10.8% | -15.1% | -11.3% |
| 6M | -24.4% | +14.4% | -38.8% | -32.2% |
| YTD | -31.4% | +8.7% | -40.0% | -37.0% |
| 1Y | -38.1% | +6.7% | -44.9% | -43.3% |
| 3Y | -20.1% | +87.4% | -107.5% | -56.1% |
| 5Y | -25.0% | -29.5% | +4.5% | -17.7% |
| All | +191.4% | +92.2% | +99.3% | +67.9% |
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