-28.1%
ARKK vs TRMB
-39.0%
+10.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.6% |
| 7D | -3.1% | -3.0% | 0.0% | -0.4% |
| 30D | +2.7% | +2.3% | +0.4% | +0.4% |
| 3M | +10.8% | +15.3% | -4.6% | -4.3% |
| 6M | +14.4% | -14.7% | +29.1% | +28.6% |
| YTD | +8.7% | -26.4% | +35.1% | +39.0% |
| 1Y | +6.7% | -30.4% | +37.1% | +43.6% |
| 3Y | +87.4% | +13.5% | +73.9% | +52.7% |
| All | -28.1% | -39.0% | +10.9% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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