+1,776.2%
PWR vs ARKK
+358.9%
+1,417.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.2% |
| 7D | +2.7% | +1.4% | +1.2% | +2.1% |
| 30D | -5.1% | +5.1% | -10.2% | -7.2% |
| 3M | -9.4% | +12.7% | -22.1% | -13.7% |
| 6M | +10.4% | +13.8% | -3.4% | +4.3% |
| YTD | +48.6% | +9.9% | +38.7% | +42.0% |
| 1Y | +68.0% | +10.4% | +57.6% | +60.0% |
| 3Y | +204.7% | +93.6% | +111.1% | +129.5% |
| 5Y | +451.9% | -29.4% | +481.3% | +471.6% |
| 10Y | +2,425.3% | +336.9% | +2,088.5% | +891.4% |
| All | +1,776.2% | +358.9% | +1,417.3% | +596.5% |
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