+15.5%
PLD vs ARKK
-29.5%
+44.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | +3.6% | -4.5% | -1.8% |
| 30D | -1.2% | +8.4% | -9.6% | -3.3% |
| 3M | -2.3% | +13.4% | -15.8% | -5.9% |
| 6M | +4.5% | +18.9% | -14.4% | -1.0% |
| YTD | +10.1% | +11.9% | -1.8% | +5.6% |
| 1Y | +25.9% | +13.1% | +12.8% | +19.6% |
| 3Y | +24.4% | +97.1% | -72.7% | -2.0% |
| 5Y | +15.5% | -27.8% | +43.2% | -6.1% |
| All | +15.5% | -29.5% | +44.9% | -6.1% |
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 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