+223.9%
NXPI vs ARKK
+331.8%
-107.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.6% | +3.9% | +4.1% |
| 7D | +3.9% | -3.1% | +6.9% | +5.7% |
| 30D | +1.4% | +2.7% | -1.3% | -0.7% |
| 3M | -21.5% | +10.8% | -32.3% | -26.4% |
| 6M | +19.4% | +14.4% | +5.0% | +9.0% |
| YTD | +9.9% | +8.7% | +1.3% | +2.8% |
| 1Y | +7.9% | +6.7% | +1.1% | +1.2% |
| 3Y | +22.7% | +87.4% | -64.7% | -20.2% |
| 5Y | +22.1% | -29.5% | +51.5% | +34.0% |
| All | +223.9% | +331.8% | -107.9% | +51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling