-2.6%
PEP vs ARKK
+15.4%
-18.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.8% |
| 7D | -2.4% | +1.9% | -4.4% | -2.2% |
| 30D | -0.8% | +13.2% | -14.0% | +0.7% |
| 3M | -2.2% | +7.7% | -9.8% | -1.1% |
| 6M | -14.4% | +15.1% | -29.5% | -12.6% |
| YTD | -2.2% | +12.1% | -14.3% | -0.7% |
| 1Y | -2.6% | +14.9% | -17.5% | -4.6% |
| All | -2.6% | +15.4% | -18.0% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling