+87.4%
ARKK vs NSC
+73.4%
+14.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.6% | +1.1% |
| 7D | -3.1% | -2.8% | -0.3% | -1.7% |
| 30D | +2.7% | -4.5% | +7.2% | +5.1% |
| 3M | +10.8% | +3.5% | +7.2% | +7.9% |
| 6M | +14.4% | +8.5% | +5.9% | +7.3% |
| YTD | +8.7% | +12.3% | -3.7% | -0.8% |
| 1Y | +6.7% | +18.9% | -12.2% | -6.2% |
| 3Y | +87.4% | +74.1% | +13.3% | +21.9% |
| All | +87.4% | +73.4% | +14.0% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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