+218.5%
PWR vs ARKK
+89.0%
+129.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +4.9% |
| 7D | +4.2% | -3.1% | +7.3% | +5.7% |
| 30D | -4.0% | +2.7% | -6.8% | -5.6% |
| 3M | -4.8% | +10.8% | -15.5% | -9.9% |
| 6M | +14.6% | +14.4% | +0.3% | +6.4% |
| YTD | +54.2% | +8.7% | +45.6% | +46.0% |
| 1Y | +67.1% | +6.7% | +60.4% | +59.4% |
| 3Y | +218.5% | +87.4% | +131.1% | +133.9% |
| All | +218.5% | +89.0% | +129.4% | +133.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling