-24.6%
PDD vs ARKK
-29.1%
+4.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -0.4% |
| 7D | -4.4% | +1.4% | -5.8% | -5.3% |
| 30D | -15.5% | +5.1% | -20.6% | -18.3% |
| 3M | -4.1% | +12.7% | -16.8% | -11.6% |
| 6M | -23.4% | +13.8% | -37.2% | -30.6% |
| YTD | -30.7% | +9.9% | -40.6% | -36.3% |
| 1Y | -37.6% | +10.4% | -48.0% | -43.6% |
| 3Y | -17.5% | +93.6% | -111.1% | -54.8% |
| 5Y | -24.6% | -29.4% | +4.7% | +1.5% |
| All | -24.6% | -29.1% | +4.4% | +1.5% |
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