+1,660.3%
PLTR vs ARKK
-7.0%
+1,667.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.2% |
| 7D | -4.1% | -3.1% | -1.0% | -1.2% |
| 30D | -2.2% | +2.7% | -4.9% | -5.0% |
| 3M | +27.6% | +10.8% | +16.8% | +15.7% |
| 6M | +10.3% | +14.4% | -4.1% | -3.6% |
| YTD | -5.9% | +8.7% | -14.6% | -13.8% |
| 1Y | +1.7% | +6.7% | -5.0% | -5.5% |
| 3Y | +959.1% | +87.4% | +871.7% | +469.1% |
| 5Y | +536.3% | -29.5% | +565.8% | +772.8% |
| All | +1,660.3% | -7.0% | +1,667.3% | +1,896.9% |
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