+71.5%
NOK vs ARKK
+358.9%
-287.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.6% |
| 7D | +9.3% | +1.4% | +7.9% | +8.7% |
| 30D | +17.9% | +5.1% | +12.7% | +15.6% |
| 3M | -22.3% | +12.7% | -35.1% | -25.4% |
| 6M | +36.4% | +13.8% | +22.6% | +30.2% |
| YTD | +66.3% | +9.9% | +56.4% | +60.0% |
| 1Y | +134.4% | +10.4% | +124.0% | +123.8% |
| 3Y | +186.6% | +93.6% | +93.0% | +113.6% |
| 5Y | +102.7% | -29.4% | +132.0% | +108.0% |
| 10Y | +129.8% | +336.9% | -207.1% | -19.6% |
| All | +71.5% | +358.9% | -287.4% | -41.3% |
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