-0.5%
PEP vs ARKK
-4.1%
+3.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +1.9% |
| 7D | +2.9% | -0.6% | +3.5% | +2.8% |
| 30D | +12.5% | -11.2% | +23.7% | +10.6% |
| 3M | +4.5% | -9.2% | +13.7% | +3.0% |
| 6M | -0.5% | -3.9% | +3.4% | -1.4% |
| All | -0.5% | -4.1% | +3.6% | -1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling