+640.9%
NOW vs ARKK
+315.1%
+325.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -0.5% |
| 7D | -1.7% | +4.6% | -6.2% | -4.4% |
| 30D | -27.4% | -12.2% | -15.1% | -21.7% |
| 3M | -19.4% | -6.0% | -13.4% | -17.2% |
| 6M | +13.1% | -2.2% | +15.3% | +12.5% |
| YTD | -34.3% | -0.5% | -33.7% | -35.9% |
| 1Y | -41.8% | -6.0% | -35.8% | -41.4% |
| 3Y | -20.7% | +92.5% | -113.3% | -53.9% |
| 5Y | -27.2% | -34.4% | +7.2% | -16.6% |
| 10Y | +509.1% | +307.2% | +201.9% | +31.3% |
| All | +640.9% | +315.1% | +325.8% | +54.2% |
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