+351.0%
ARKK vs FCUV
-95.9%
+446.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.2% | -1.8% |
| 7D | -4.7% | -72.0% | +67.3% | -4.4% |
| 30D | +3.1% | -8.0% | +11.1% | +2.9% |
| 3M | +13.8% | +66.3% | -52.5% | +11.5% |
| 6M | +14.0% | -75.3% | +89.2% | +12.7% |
| YTD | +8.0% | -83.0% | +90.9% | +7.0% |
| 1Y | +9.9% | -94.7% | +104.6% | +9.5% |
| 3Y | +90.2% | -99.3% | +189.4% | +89.3% |
| 5Y | -29.9% | -99.9% | +70.0% | -30.0% |
| 10Y | +329.1% | -98.6% | +427.7% | +329.1% |
| All | +351.0% | -95.9% | +446.8% | +351.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling