+789.1%
NOW vs ARKK
+331.8%
+457.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.7% |
| 7D | -6.2% | -3.1% | -3.1% | -4.4% |
| 30D | +6.1% | +2.7% | +3.4% | +4.3% |
| 3M | +28.6% | +10.8% | +17.8% | +20.0% |
| 6M | +14.6% | +14.4% | +0.2% | +4.6% |
| YTD | -13.5% | +8.7% | -22.1% | -19.1% |
| 1Y | -29.4% | +6.7% | -36.1% | -34.2% |
| 3Y | +9.4% | +87.4% | -78.0% | -33.6% |
| 5Y | +2.3% | -29.5% | +31.7% | +12.8% |
| All | +789.1% | +331.8% | +457.3% | +123.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling