+366.9%
PLD vs ARKK
+367.9%
-1.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.4% |
| 7D | -2.4% | +1.9% | -4.3% | -3.0% |
| 30D | -2.4% | +13.2% | -15.6% | -6.1% |
| 3M | -3.8% | +7.7% | -11.5% | -6.6% |
| 6M | 0.0% | +15.1% | -15.0% | -5.2% |
| YTD | +9.2% | +12.1% | -2.9% | +3.9% |
| 1Y | +25.9% | +14.9% | +11.0% | +18.0% |
| 3Y | +21.3% | +99.3% | -78.0% | -7.9% |
| 5Y | +14.1% | -29.9% | +44.0% | +12.5% |
| 10Y | +237.9% | +351.6% | -113.7% | +53.6% |
| All | +366.9% | +367.9% | -1.0% | +105.6% |
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