+87.4%
ARKK vs NVMI
+207.9%
-120.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | 0.0% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | +2.7% | -8.4% | +11.1% | +6.0% |
| 3M | +10.8% | -33.6% | +44.3% | +27.2% |
| 6M | +14.4% | -14.7% | +29.1% | +16.7% |
| YTD | +8.7% | +13.2% | -4.6% | -2.3% |
| 1Y | +6.7% | +29.0% | -22.3% | -9.2% |
| 3Y | +87.4% | +215.0% | -127.6% | -0.9% |
| All | +87.4% | +207.9% | -120.5% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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