+41.5%
NU vs ARKK
-17.2%
+58.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.1% |
| 7D | -4.9% | -3.1% | -1.8% | -2.9% |
| 30D | +7.8% | +2.7% | +5.1% | +5.5% |
| 3M | +20.9% | +10.8% | +10.2% | +11.6% |
| 6M | +0.9% | +14.4% | -13.5% | -9.5% |
| YTD | -12.7% | +8.7% | -21.3% | -19.3% |
| 1Y | -6.4% | +6.7% | -13.1% | -13.6% |
| 3Y | +98.1% | +87.4% | +10.7% | +12.3% |
| All | +41.5% | -17.2% | +58.8% | +38.2% |
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