-28.4%
ARKK vs NVTS
-16.8%
-11.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | 0.0% |
| 7D | -3.1% | -1.4% | -1.6% | -2.9% |
| 30D | +2.7% | -16.5% | +19.2% | +5.4% |
| 3M | +10.8% | -47.6% | +58.4% | +20.7% |
| 6M | +14.4% | +7.3% | +7.1% | +6.8% |
| YTD | +8.7% | +62.9% | -54.2% | -6.9% |
| 1Y | +6.7% | +91.3% | -84.5% | -13.1% |
| 3Y | +87.4% | +43.4% | +44.0% | +47.0% |
| All | -28.4% | -16.8% | -11.6% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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