+33.2%
NEE vs ARKK
+89.0%
-55.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -1.3% | -3.1% | +1.7% | -1.1% |
| 30D | -3.3% | +2.7% | -6.0% | -3.6% |
| 3M | -2.3% | +10.8% | -13.0% | -3.1% |
| 6M | -8.9% | +14.4% | -23.2% | -10.1% |
| YTD | +4.8% | +8.7% | -3.9% | +3.7% |
| 1Y | +18.7% | +6.7% | +12.0% | +17.6% |
| 3Y | +33.2% | +87.4% | -54.2% | +5.8% |
| All | +33.2% | +89.0% | -55.8% | +5.8% |
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