+407.6%
PSX vs ARKK
+367.1%
+40.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | +2.8% | +3.6% | -0.8% | +1.9% |
| 30D | +27.8% | +8.4% | +19.4% | +25.0% |
| 3M | +42.0% | +13.4% | +28.6% | +36.7% |
| 6M | +58.1% | +18.9% | +39.2% | +49.1% |
| YTD | +105.0% | +11.9% | +93.1% | +95.8% |
| 1Y | +104.9% | +13.1% | +91.8% | +93.7% |
| 3Y | +134.1% | +97.1% | +37.0% | +83.9% |
| 5Y | +363.8% | -27.8% | +391.6% | +384.7% |
| 10Y | +370.1% | +338.5% | +31.6% | +72.3% |
| All | +407.6% | +367.1% | +40.5% | +73.2% |
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