+86.2%
ARKK vs NXT
+87.2%
-1.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -1.5% |
| 7D | -4.7% | -2.6% | -2.1% | -4.2% |
| 30D | +3.1% | -22.4% | +25.5% | +8.6% |
| 3M | +13.8% | -27.3% | +41.1% | +20.9% |
| 6M | +14.0% | -28.5% | +42.4% | +19.9% |
| YTD | +8.0% | -6.6% | +14.6% | +6.7% |
| 1Y | +9.9% | +20.4% | -10.4% | +3.2% |
| All | +86.2% | +87.2% | -1.0% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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