+6.7%
ARKK vs NUE
+85.4%
-78.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -0.9% | +0.2% |
| 7D | -3.1% | -0.6% | -2.4% | -2.9% |
| 30D | +2.7% | -4.6% | +7.3% | +3.9% |
| 3M | +10.8% | -0.3% | +11.1% | +11.2% |
| 6M | +14.4% | +51.9% | -37.5% | -2.7% |
| YTD | +8.7% | +60.0% | -51.3% | -9.6% |
| 1Y | +6.7% | +82.9% | -76.1% | -16.7% |
| All | +6.7% | +85.4% | -78.7% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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