+16.8%
NXPI vs ARKK
-31.2%
+48.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +2.3% |
| 7D | +0.7% | -4.7% | +5.3% | +3.0% |
| 30D | -4.2% | +3.1% | -7.2% | -6.0% |
| 3M | -20.4% | +13.8% | -34.2% | -25.7% |
| 6M | +12.5% | +14.0% | -1.4% | +4.2% |
| YTD | +5.2% | +8.0% | -2.7% | -0.3% |
| 1Y | +5.1% | +9.9% | -4.8% | -1.8% |
| 3Y | +17.7% | +90.2% | -72.5% | -18.6% |
| 5Y | +16.8% | -29.9% | +46.7% | +18.2% |
| All | +16.8% | -31.2% | +48.0% | +18.2% |
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 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