-28.1%
ARKK vs NUE
+146.6%
-174.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -0.9% | -0.1% |
| 7D | -3.1% | -0.6% | -2.4% | -2.8% |
| 30D | +2.7% | -4.6% | +7.3% | +4.5% |
| 3M | +10.8% | -0.3% | +11.1% | +9.7% |
| 6M | +14.4% | +51.9% | -37.5% | -7.0% |
| YTD | +8.7% | +60.0% | -51.3% | -14.1% |
| 1Y | +6.7% | +82.9% | -76.1% | -21.0% |
| 3Y | +87.4% | +66.0% | +21.4% | +39.4% |
| All | -28.1% | +146.6% | -174.7% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling