-24.1%
NU vs ARKK
-5.7%
-18.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | +0.2% | -6.7% | +6.8% | +3.7% |
| 30D | -21.0% | -13.4% | -7.6% | -15.1% |
| 3M | -16.3% | +4.7% | -21.0% | -18.4% |
| 6M | -15.3% | +2.7% | -18.1% | -17.0% |
| YTD | -28.4% | +4.5% | -32.9% | -31.6% |
| 1Y | -24.1% | -3.7% | -20.4% | -25.0% |
| All | -24.1% | -5.7% | -18.5% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling