+89.6%
ARKK vs NIO
-64.4%
+154.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.3% |
| 7D | +1.4% | -4.1% | +5.5% | +2.3% |
| 30D | +5.1% | -23.2% | +28.4% | +11.0% |
| 3M | +12.7% | -29.9% | +42.7% | +21.2% |
| 6M | +13.8% | -25.1% | +38.9% | +19.4% |
| YTD | +9.9% | -27.5% | +37.4% | +15.7% |
| 1Y | +10.4% | -41.1% | +51.5% | +20.7% |
| All | +89.6% | -64.4% | +154.0% | +111.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling