-13.9%
ARKK vs NRG
-51.3%
+37.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -3.2% | -5.7% | -8.3% |
| 7D | -14.9% | -17.0% | +2.1% | -11.8% |
| 30D | -19.2% | -21.9% | +2.7% | -15.2% |
| 3M | -4.0% | -32.9% | +29.0% | +3.9% |
| 6M | -4.5% | -48.4% | +43.9% | +9.3% |
| YTD | -4.9% | -48.7% | +43.8% | +7.2% |
| 1Y | -13.9% | -52.8% | +38.9% | +0.8% |
| All | -13.9% | -51.3% | +37.3% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling