+889.8%
NVDA vs ARKK
-29.6%
+919.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.4% |
| 7D | -5.1% | -3.1% | -2.1% | -3.2% |
| 30D | -2.5% | +2.7% | -5.2% | -4.4% |
| 3M | +6.7% | +10.8% | -4.1% | -1.0% |
| 6M | +17.6% | +14.4% | +3.2% | +6.2% |
| YTD | +17.3% | +8.7% | +8.7% | +9.0% |
| 1Y | +23.5% | +6.7% | +16.8% | +14.8% |
| 3Y | +384.6% | +87.4% | +297.2% | +193.3% |
| All | +889.8% | -29.6% | +919.4% | +990.9% |
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 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