+359.8%
ARKK vs TRGP
+301.0%
+58.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | +1.4% | -0.7% | +2.1% | +1.6% |
| 30D | +5.1% | +9.5% | -4.3% | +2.7% |
| 3M | +12.7% | +10.8% | +1.9% | +9.2% |
| 6M | +13.8% | +25.3% | -11.5% | +6.6% |
| YTD | +9.9% | +60.3% | -50.3% | -3.2% |
| 1Y | +10.4% | +84.6% | -74.1% | -6.4% |
| 3Y | +93.6% | +264.4% | -170.8% | +40.6% |
| 5Y | -29.4% | +636.6% | -665.9% | -55.7% |
| 10Y | +336.9% | +848.9% | -512.1% | +122.0% |
| All | +359.8% | +301.0% | +58.8% | +150.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling