+243.5%
PLD vs ARKK
+331.8%
-88.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.8% |
| 7D | -1.2% | -3.1% | +1.9% | -0.3% |
| 30D | -3.5% | +2.7% | -6.3% | -4.4% |
| 3M | -7.1% | +10.8% | -17.9% | -10.4% |
| 6M | +2.6% | +14.4% | -11.8% | -2.6% |
| YTD | +8.0% | +8.7% | -0.7% | +3.7% |
| 1Y | +22.1% | +6.7% | +15.3% | +17.0% |
| 3Y | +22.3% | +87.4% | -65.1% | -5.1% |
| 5Y | +17.3% | -29.5% | +46.8% | +15.1% |
| All | +243.5% | +331.8% | -88.3% | +67.1% |
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