+1,040.6%
NBIS vs ARKK
+74.0%
+966.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.8% | -3.3% | -2.8% |
| 7D | +8.3% | -4.7% | +13.0% | +15.0% |
| 30D | +18.1% | +3.1% | +15.0% | +12.1% |
| 3M | +7.8% | +13.8% | -6.0% | -8.6% |
| 6M | +136.6% | +14.0% | +122.6% | +100.0% |
| YTD | +172.5% | +8.0% | +164.5% | +152.4% |
| 1Y | +144.3% | +9.9% | +134.3% | +120.6% |
| All | +1,040.6% | +74.0% | +966.6% | +597.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling