+87.4%
ARKK vs FCUV
-99.2%
+186.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.6% | +0.6% |
| 7D | -3.1% | -66.5% | +63.4% | -2.8% |
| 30D | +2.7% | +5.0% | -2.3% | +2.5% |
| 3M | +10.8% | +63.8% | -53.0% | +9.3% |
| 6M | +14.4% | -67.8% | +82.2% | +17.2% |
| YTD | +8.7% | -82.4% | +91.1% | +13.1% |
| 1Y | +6.7% | -94.7% | +101.5% | +15.2% |
| 3Y | +87.4% | -99.3% | +186.7% | +106.7% |
| All | +87.4% | -99.2% | +186.6% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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