+1,449.6%
NET vs ARKK
+96.0%
+1,353.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.0% |
| 7D | -7.0% | +1.9% | -8.9% | -8.5% |
| 30D | -4.8% | +13.2% | -18.0% | -15.1% |
| 3M | +3.8% | +7.7% | -3.9% | -3.9% |
| 6M | +50.0% | +15.1% | +35.0% | +28.1% |
| YTD | +41.5% | +12.1% | +29.4% | +23.3% |
| 1Y | +32.8% | +14.9% | +17.9% | +12.0% |
| 3Y | +335.9% | +99.3% | +236.6% | +99.3% |
| 5Y | +113.8% | -29.9% | +143.7% | +158.6% |
| All | +1,449.6% | +96.0% | +1,353.6% | +932.3% |
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