-28.1%
ARKK vs NVT
+419.5%
-447.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | -2.0% |
| 7D | -3.1% | +4.1% | -7.1% | -5.4% |
| 30D | +2.7% | -5.1% | +7.8% | +5.2% |
| 3M | +10.8% | -1.2% | +11.9% | +9.0% |
| 6M | +14.4% | +46.6% | -32.2% | -13.1% |
| YTD | +8.7% | +60.0% | -51.3% | -22.5% |
| 1Y | +6.7% | +70.8% | -64.1% | -27.2% |
| 3Y | +87.4% | +187.5% | -100.1% | -18.6% |
| All | -28.1% | +419.5% | -447.6% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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