+46.9%
PM vs ARKK
-5.7%
+52.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +4.3% | -6.7% | +10.9% | +3.3% |
| 30D | +11.5% | -13.4% | +24.9% | +9.7% |
| 3M | +13.0% | +4.7% | +8.3% | +13.7% |
| 6M | +25.9% | +2.7% | +23.2% | +26.9% |
| YTD | +34.0% | +4.5% | +29.5% | +35.4% |
| 1Y | +46.9% | -3.7% | +50.6% | +46.9% |
| All | +46.9% | -5.7% | +52.5% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling