+68.7%
ARKK vs NIO
-51.7%
+120.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.9% | +2.9% | -0.9% |
| 7D | -0.6% | -14.5% | +13.8% | +2.9% |
| 30D | -11.2% | -15.0% | +3.7% | -7.9% |
| 3M | -9.2% | -35.6% | +26.4% | 0.0% |
| 6M | -3.9% | -55.7% | +51.7% | +14.3% |
| YTD | -2.5% | -43.1% | +40.6% | +8.5% |
| 1Y | -2.7% | -53.5% | +50.8% | +12.9% |
| 3Y | +87.9% | -59.8% | +147.7% | +107.3% |
| 5Y | -35.7% | -93.2% | +57.5% | -6.2% |
| All | +68.7% | -51.7% | +120.3% | +93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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