+272.2%
PLD vs ARKK
+317.7%
-45.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.6% |
| 7D | -1.0% | -2.4% | +1.4% | -0.5% |
| 30D | -1.8% | -10.8% | +9.0% | +1.1% |
| 3M | -6.0% | -2.6% | -3.4% | -6.0% |
| 6M | -8.4% | -1.9% | -6.4% | -9.1% |
| YTD | +4.2% | +2.0% | +2.2% | +1.4% |
| 1Y | +6.2% | -4.4% | +10.6% | +5.1% |
| 3Y | +37.0% | +97.5% | -60.5% | +4.1% |
| 5Y | +1.2% | -32.0% | +33.2% | -0.1% |
| 10Y | +272.2% | +317.7% | -45.5% | +92.9% |
| All | +272.2% | +317.7% | -45.5% | +92.9% |
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