+351.6%
ARKK vs NI
+258.5%
+93.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -4.7% | -0.6% | -4.1% | -4.5% |
| 30D | +3.1% | -1.4% | +4.5% | +3.5% |
| 3M | +13.8% | -10.6% | +24.3% | +17.6% |
| 6M | +14.0% | -9.9% | +23.9% | +17.2% |
| YTD | +8.0% | +1.2% | +6.8% | +6.8% |
| 1Y | +9.9% | +4.4% | +5.5% | +7.6% |
| 3Y | +90.2% | +68.6% | +21.6% | +58.8% |
| 5Y | -29.9% | +98.0% | -127.9% | -44.5% |
| 10Y | +329.1% | +143.6% | +185.5% | +224.3% |
| All | +351.6% | +258.5% | +93.1% | +202.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling