+87.4%
ARKK vs TDG
+52.1%
+35.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | 0.0% |
| 7D | -3.1% | -1.9% | -1.2% | -2.1% |
| 30D | +2.7% | -7.7% | +10.4% | +6.9% |
| 3M | +10.8% | -9.3% | +20.1% | +15.9% |
| 6M | +14.4% | -9.4% | +23.8% | +19.1% |
| YTD | +8.7% | -14.3% | +22.9% | +15.8% |
| 1Y | +6.7% | -11.8% | +18.6% | +11.3% |
| 3Y | +87.4% | +52.0% | +35.4% | +33.5% |
| All | +87.4% | +52.1% | +35.3% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 3y: compounded portfolio wealth divided by compounded TDG 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…
3y analysis · Full analysis span regression · 6 months rolling