+131.8%
ARKK vs NTR
+97.9%
+33.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | -3.1% | -1.3% | -1.8% | -2.6% |
| 30D | +2.7% | +16.8% | -14.1% | -3.2% |
| 3M | +10.8% | +20.7% | -10.0% | +2.5% |
| 6M | +14.4% | +0.5% | +13.8% | +12.3% |
| YTD | +8.7% | +29.2% | -20.5% | -4.3% |
| 1Y | +6.7% | +39.6% | -32.8% | -9.4% |
| 3Y | +87.4% | +37.9% | +49.5% | +56.4% |
| 5Y | -29.5% | +47.1% | -76.5% | -48.0% |
| All | +131.8% | +97.9% | +33.9% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 all: compounded portfolio wealth divided by compounded NTR 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…
all analysis · Full analysis span regression · 6 months rolling