+1,022.8%
NBIS vs ARKK
+75.1%
+947.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -2.4% |
| 7D | -0.8% | -3.1% | +2.2% | +3.2% |
| 30D | -13.4% | +2.7% | -16.1% | -17.6% |
| 3M | +1.0% | +10.8% | -9.7% | -11.4% |
| 6M | +100.5% | +14.4% | +86.1% | +68.6% |
| YTD | +168.3% | +8.7% | +159.6% | +146.4% |
| 1Y | +151.8% | +6.7% | +145.0% | +136.4% |
| All | +1,022.8% | +75.1% | +947.7% | +581.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling