+649.9%
NVDL vs ARKK
+89.0%
+560.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.9% |
| 7D | -10.3% | -3.1% | -7.3% | -6.9% |
| 30D | -7.1% | +2.7% | -9.8% | -10.0% |
| 3M | +6.6% | +10.8% | -4.2% | -6.0% |
| 6M | +21.1% | +14.4% | +6.7% | +3.3% |
| YTD | +15.2% | +8.7% | +6.6% | +4.0% |
| 1Y | +18.8% | +6.7% | +12.0% | +8.0% |
| 3Y | +649.9% | +87.4% | +562.5% | +294.6% |
| All | +649.9% | +89.0% | +560.9% | +294.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling