+354.4%
ARKK vs NRG
+390.9%
-36.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.1% |
| 7D | -3.1% | -4.7% | +1.6% | -1.7% |
| 30D | +2.7% | -6.0% | +8.7% | +4.4% |
| 3M | +10.8% | -8.0% | +18.7% | +11.9% |
| 6M | +14.4% | -23.2% | +37.5% | +21.2% |
| YTD | +8.7% | -28.1% | +36.7% | +16.9% |
| 1Y | +6.7% | -27.3% | +34.0% | +14.2% |
| 3Y | +87.4% | +208.7% | -121.3% | +26.4% |
| 5Y | -29.5% | +197.7% | -227.1% | -52.4% |
| 10Y | +331.8% | +1,103.3% | -771.5% | +127.0% |
| All | +354.4% | +390.9% | -36.5% | +158.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling