+331.8%
ARKK vs NI
+143.3%
+188.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | +2.7% | -1.4% | +4.1% | +3.1% |
| 3M | +10.8% | -10.6% | +21.3% | +14.8% |
| 6M | +14.4% | -9.3% | +23.7% | +17.6% |
| YTD | +8.7% | +1.1% | +7.5% | +7.3% |
| 1Y | +6.7% | +3.4% | +3.4% | +4.6% |
| 3Y | +87.4% | +67.9% | +19.5% | +54.2% |
| 5Y | -29.5% | +98.0% | -127.4% | -45.3% |
| All | +331.8% | +143.3% | +188.5% | +228.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling