-28.1%
ARKK vs NVMI
+261.9%
-290.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.2% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | +2.7% | -8.4% | +11.1% | +6.9% |
| 3M | +10.8% | -33.6% | +44.3% | +32.5% |
| 6M | +14.4% | -14.7% | +29.1% | +16.8% |
| YTD | +8.7% | +13.2% | -4.6% | -6.4% |
| 1Y | +6.7% | +29.0% | -22.3% | -15.1% |
| 3Y | +87.4% | +215.0% | -127.6% | -28.5% |
| All | -28.1% | +261.9% | -290.0% | -74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling