+11.8%
NOW vs ARKK
+95.6%
-83.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.9% |
| 7D | -6.1% | +3.6% | -9.7% | -7.5% |
| 30D | +7.5% | +8.4% | -0.9% | +3.7% |
| 3M | +17.5% | +13.4% | +4.1% | +10.7% |
| 6M | +7.9% | +18.9% | -11.0% | -0.2% |
| YTD | -12.4% | +11.9% | -24.3% | -17.2% |
| 1Y | -28.6% | +13.1% | -41.6% | -33.5% |
| 3Y | +11.8% | +97.1% | -85.2% | -19.0% |
| All | +11.8% | +95.6% | -83.8% | -19.0% |
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