+269.2%
NXPI vs ARKK
+358.9%
-89.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.5% | +0.8% |
| 7D | -2.3% | +1.4% | -3.7% | -3.2% |
| 30D | -4.3% | +5.1% | -9.5% | -7.5% |
| 3M | -24.7% | +12.7% | -37.4% | -30.1% |
| 6M | +9.7% | +13.8% | -4.1% | +0.3% |
| YTD | +3.8% | +9.9% | -6.2% | -3.8% |
| 1Y | +1.6% | +10.4% | -8.8% | -6.7% |
| 3Y | +16.0% | +93.6% | -77.5% | -26.8% |
| 5Y | +16.1% | -29.4% | +45.5% | +27.3% |
| 10Y | +211.4% | +336.9% | -125.5% | -10.2% |
| All | +269.2% | +358.9% | -89.7% | -1.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling