+75.3%
PEP vs ARKK
+331.8%
-256.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.3% |
| 7D | -1.0% | -3.1% | +2.1% | -0.7% |
| 30D | -0.7% | +2.7% | -3.4% | -0.9% |
| 3M | -4.1% | +10.8% | -14.9% | -5.1% |
| 6M | -13.1% | +14.4% | -27.4% | -14.4% |
| YTD | -2.1% | +8.7% | -10.8% | -3.3% |
| 1Y | -1.7% | +6.7% | -8.4% | -3.0% |
| 3Y | -15.1% | +87.4% | -102.5% | -22.9% |
| 5Y | +3.1% | -29.5% | +32.6% | +6.2% |
| All | +75.3% | +331.8% | -256.5% | +24.7% |
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