-52.9%
NVO vs ARKK
+89.0%
-141.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.8% | -2.3% |
| 7D | -7.6% | -3.1% | -4.5% | -6.8% |
| 30D | -6.0% | +2.7% | -8.7% | -6.7% |
| 3M | -0.8% | +10.8% | -11.5% | -3.9% |
| 6M | +16.5% | +14.4% | +2.1% | +11.5% |
| YTD | -11.1% | +8.7% | -19.8% | -13.8% |
| 1Y | -16.7% | +6.7% | -23.5% | -19.0% |
| 3Y | -52.9% | +87.4% | -140.3% | -57.5% |
| All | -52.9% | +89.0% | -141.9% | -57.5% |
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