+0.8%
NOW vs ARKK
-29.1%
+29.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.4% |
| 7D | -4.1% | +1.4% | -5.5% | -4.7% |
| 30D | +2.9% | +5.1% | -2.2% | +0.1% |
| 3M | +22.6% | +12.7% | +9.8% | +14.3% |
| 6M | +7.5% | +13.8% | -6.3% | -0.3% |
| YTD | -14.4% | +9.9% | -24.3% | -19.6% |
| 1Y | -29.8% | +10.4% | -40.2% | -35.1% |
| 3Y | +9.2% | +93.6% | -84.3% | -30.6% |
| 5Y | +0.8% | -29.4% | +30.2% | +12.3% |
| All | +0.8% | -29.1% | +29.9% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling