-11.0%
NCLH vs ARKK
+89.0%
-100.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.3% |
| 7D | -4.8% | -3.1% | -1.8% | -2.8% |
| 30D | -21.7% | +2.7% | -24.4% | -23.4% |
| 3M | -22.2% | +10.8% | -33.0% | -28.2% |
| 6M | -27.5% | +14.4% | -41.9% | -34.5% |
| YTD | -33.6% | +8.7% | -42.3% | -38.4% |
| 1Y | -45.0% | +6.7% | -51.7% | -49.0% |
| 3Y | -11.0% | +87.4% | -98.4% | -40.8% |
| All | -11.0% | +89.0% | -100.1% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling