-28.1%
ARKK vs TRGP
+628.1%
-656.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -3.1% | +0.1% | -3.1% | -3.1% |
| 30D | +2.7% | +8.0% | -5.3% | -1.2% |
| 3M | +10.8% | +8.3% | +2.5% | +5.4% |
| 6M | +14.4% | +23.9% | -9.5% | +0.8% |
| YTD | +8.7% | +59.6% | -51.0% | -16.4% |
| 1Y | +6.7% | +79.4% | -72.7% | -23.7% |
| 3Y | +87.4% | +269.4% | -182.0% | -9.9% |
| All | -28.1% | +628.1% | -656.2% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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