+340.9%
PLD vs ARKK
+306.9%
+34.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.7% |
| 7D | +1.3% | -0.6% | +2.0% | +1.5% |
| 30D | -1.4% | -11.2% | +9.9% | +1.7% |
| 3M | -8.2% | -9.2% | +1.0% | -6.2% |
| 6M | -8.0% | -3.9% | -4.1% | -8.3% |
| YTD | +3.2% | -2.5% | +5.7% | +1.6% |
| 1Y | +7.0% | -2.7% | +9.7% | +5.3% |
| 3Y | +38.3% | +87.9% | -49.6% | +6.3% |
| 5Y | +0.2% | -35.7% | +35.8% | +0.7% |
| 10Y | +268.3% | +299.2% | -30.9% | +72.8% |
| All | +340.9% | +306.9% | +34.0% | +101.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling