-28.1%
ARKK vs EVRG
+48.0%
-76.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | +2.7% | -1.2% | +3.9% | +3.0% |
| 3M | +10.8% | -0.6% | +11.4% | +10.6% |
| 6M | +14.4% | +2.4% | +12.0% | +12.8% |
| YTD | +8.7% | +15.5% | -6.8% | +2.2% |
| 1Y | +6.7% | +16.8% | -10.1% | -0.1% |
| 3Y | +87.4% | +75.0% | +12.4% | +46.8% |
| All | -28.1% | +48.0% | -76.1% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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