+131.5%
PM vs ARKK
-31.2%
+162.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.2% |
| 7D | +1.9% | -4.7% | +6.6% | +2.0% |
| 30D | +1.9% | +3.1% | -1.1% | +1.8% |
| 3M | +4.6% | +13.8% | -9.2% | +4.2% |
| 6M | +11.7% | +14.0% | -2.3% | +11.2% |
| YTD | +20.4% | +8.0% | +12.4% | +20.0% |
| 1Y | +19.0% | +9.9% | +9.0% | +18.3% |
| 3Y | +130.4% | +90.2% | +40.2% | +120.6% |
| 5Y | +131.5% | -29.9% | +161.4% | +114.1% |
| All | +131.5% | -31.2% | +162.6% | +114.1% |
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