+87.4%
ARKK vs TRI
-18.9%
+106.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.3% |
| 7D | -3.1% | -7.9% | +4.8% | -1.4% |
| 30D | +2.7% | -4.5% | +7.2% | +3.5% |
| 3M | +10.8% | +22.1% | -11.3% | +4.2% |
| 6M | +14.4% | -2.8% | +17.2% | +14.6% |
| YTD | +8.7% | -23.4% | +32.1% | +19.7% |
| 1Y | +6.7% | -41.5% | +48.3% | +33.6% |
| 3Y | +87.4% | -19.2% | +106.6% | +66.6% |
| All | +87.4% | -18.9% | +106.3% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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