+331.8%
ARKK vs NRG
+1,083.9%
-752.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.1% |
| 7D | -3.1% | -4.7% | +1.6% | -1.4% |
| 30D | +2.7% | -6.0% | +8.7% | +4.6% |
| 3M | +10.8% | -8.0% | +18.7% | +12.0% |
| 6M | +14.4% | -23.2% | +37.5% | +22.3% |
| YTD | +8.7% | -28.1% | +36.7% | +18.2% |
| 1Y | +6.7% | -27.3% | +34.0% | +15.4% |
| 3Y | +87.4% | +208.7% | -121.3% | +12.7% |
| 5Y | -29.5% | +197.7% | -227.1% | -57.6% |
| All | +331.8% | +1,083.9% | -752.1% | +92.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling