+327.9%
ARKK vs TRU
+226.0%
+101.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.3% |
| 7D | +1.4% | -6.5% | +7.9% | +5.3% |
| 30D | +5.1% | -2.5% | +7.6% | +6.4% |
| 3M | +12.7% | +10.4% | +2.4% | +4.5% |
| 6M | +13.8% | +1.6% | +12.2% | +9.8% |
| YTD | +9.9% | -9.7% | +19.6% | +12.1% |
| 1Y | +10.4% | -17.3% | +27.7% | +17.3% |
| 3Y | +93.6% | -1.8% | +95.4% | +75.1% |
| 5Y | -29.4% | -36.2% | +6.9% | -17.8% |
| 10Y | +336.9% | +143.2% | +193.6% | +177.4% |
| All | +327.9% | +226.0% | +101.8% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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