+87.4%
ARKK vs NOC
+28.9%
+58.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.1% | +0.8% | -3.8% | -3.1% |
| 30D | +2.7% | -9.7% | +12.4% | +2.9% |
| 3M | +10.8% | -5.6% | +16.4% | +10.9% |
| 6M | +14.4% | -28.6% | +43.0% | +15.6% |
| YTD | +8.7% | -7.9% | +16.5% | +9.4% |
| 1Y | +6.7% | -9.5% | +16.3% | +7.5% |
| 3Y | +87.4% | +28.4% | +59.0% | +88.4% |
| All | +87.4% | +28.9% | +58.5% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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