+4.4%
PEP vs ARKK
-35.9%
+40.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.3% |
| 7D | +2.9% | -0.6% | +3.5% | +2.9% |
| 30D | +12.5% | -11.2% | +23.7% | +12.6% |
| 3M | +4.5% | -9.2% | +13.7% | +4.6% |
| 6M | -0.5% | -3.9% | +3.4% | -0.6% |
| YTD | +4.4% | -2.5% | +6.9% | +4.2% |
| 1Y | +4.4% | -2.7% | +7.1% | +4.1% |
| 3Y | -3.4% | +87.9% | -91.3% | -7.4% |
| All | +4.4% | -35.9% | +40.3% | -5.0% |
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 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