+633.2%
NOW vs ARKK
+318.4%
+314.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -1.6% |
| 7D | -8.7% | -4.0% | -4.7% | -6.6% |
| 30D | -29.3% | -14.0% | -15.3% | -22.9% |
| 3M | -21.8% | -4.2% | -17.7% | -20.6% |
| 6M | +9.2% | -2.6% | +11.8% | +8.9% |
| YTD | -35.0% | +0.2% | -35.2% | -36.9% |
| 1Y | -42.5% | -6.9% | -35.6% | -41.8% |
| 3Y | -21.5% | +94.1% | -115.6% | -54.6% |
| 5Y | -25.8% | -32.7% | +7.0% | -16.4% |
| 10Y | +506.3% | +308.8% | +197.5% | +30.5% |
| All | +633.2% | +318.4% | +314.8% | +51.9% |
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