+6.7%
ARKK vs NIO
-36.7%
+43.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.4% | -0.1% |
| 7D | -3.1% | -2.9% | -0.2% | -2.4% |
| 30D | +2.7% | -18.7% | +21.4% | +7.5% |
| 3M | +10.8% | -29.4% | +40.2% | +19.2% |
| 6M | +14.4% | -32.5% | +46.9% | +23.3% |
| YTD | +8.7% | -27.6% | +36.3% | +15.0% |
| 1Y | +6.7% | -39.2% | +46.0% | +24.5% |
| All | +6.7% | -36.7% | +43.4% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling