-28.1%
ARKK vs FDX
+64.3%
-92.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -3.1% | -3.3% | +0.2% | -1.3% |
| 30D | +2.7% | -4.5% | +7.2% | +5.2% |
| 3M | +10.8% | -7.3% | +18.1% | +15.0% |
| 6M | +14.4% | +7.5% | +6.8% | +8.1% |
| YTD | +8.7% | +35.1% | -26.4% | -10.6% |
| 1Y | +6.7% | +71.4% | -64.7% | -23.9% |
| 3Y | +87.4% | +60.8% | +26.6% | +30.6% |
| All | -28.1% | +64.3% | -92.4% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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