-35.1%
ARKK vs NIO
-93.2%
+58.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.9% | +2.9% | -0.3% |
| 7D | -0.6% | -14.5% | +13.8% | +4.7% |
| 30D | -11.2% | -15.0% | +3.7% | -6.2% |
| 3M | -9.2% | -35.6% | +26.4% | +5.1% |
| 6M | -3.9% | -55.7% | +51.7% | +25.2% |
| YTD | -2.5% | -43.1% | +40.6% | +14.2% |
| 1Y | -2.7% | -53.5% | +50.8% | +21.7% |
| 3Y | +87.9% | -59.8% | +147.7% | +113.4% |
| All | -35.1% | -93.2% | +58.1% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling