+351.6%
ARKK vs NUE
+528.6%
-177.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.4% |
| 7D | -4.7% | -2.7% | -2.0% | -3.7% |
| 30D | +3.1% | -6.1% | +9.1% | +5.3% |
| 3M | +13.8% | +2.2% | +11.5% | +11.6% |
| 6M | +14.0% | +50.8% | -36.8% | -4.7% |
| YTD | +8.0% | +57.5% | -49.6% | -11.6% |
| 1Y | +9.9% | +82.5% | -72.5% | -15.5% |
| 3Y | +90.2% | +61.7% | +28.5% | +49.8% |
| 5Y | -29.9% | +145.1% | -175.0% | -54.2% |
| 10Y | +329.1% | +577.8% | -248.7% | +72.9% |
| All | +351.6% | +528.6% | -177.0% | +81.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling