-59.2%
NKE vs ARKK
+89.0%
-148.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | -4.2% | -3.1% | -1.1% | -3.4% |
| 30D | -8.2% | +2.7% | -10.9% | -9.0% |
| 3M | -19.1% | +10.8% | -29.8% | -21.7% |
| 6M | -32.6% | +14.4% | -47.0% | -35.6% |
| YTD | -40.7% | +8.7% | -49.4% | -42.7% |
| 1Y | -48.9% | +6.7% | -55.6% | -50.7% |
| 3Y | -59.2% | +87.4% | -146.6% | -67.6% |
| All | -59.2% | +89.0% | -148.2% | -67.6% |
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