+248.8%
NBIS vs ARKK
+15.4%
+233.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.5% | +8.9% |
| 7D | +8.2% | +1.9% | +6.3% | +5.2% |
| 30D | +3.4% | +13.2% | -9.8% | -14.6% |
| 3M | -12.8% | +7.7% | -20.5% | -21.6% |
| 6M | +131.5% | +15.1% | +116.5% | +88.8% |
| YTD | +170.5% | +12.1% | +158.4% | +130.9% |
| 1Y | +248.8% | +14.9% | +233.8% | +258.0% |
| All | +248.8% | +15.4% | +233.4% | +258.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 1y: compounded portfolio wealth divided by compounded ARKK 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…
1y analysis · Full analysis span regression · 6 months rolling