+368.8%
ARKK vs FDX
+182.3%
+186.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | +1.9% | -2.5% | +4.5% | +3.3% |
| 30D | +13.2% | +3.8% | +9.4% | +10.9% |
| 3M | +7.7% | -1.3% | +9.0% | +7.9% |
| 6M | +15.1% | +5.0% | +10.0% | +10.7% |
| YTD | +12.1% | +39.6% | -27.6% | -7.7% |
| 1Y | +14.9% | +81.1% | -66.2% | -17.8% |
| 3Y | +99.3% | +63.0% | +36.3% | +45.0% |
| 5Y | -29.9% | +65.6% | -95.5% | -50.8% |
| 10Y | +351.6% | +183.4% | +168.3% | +122.1% |
| All | +368.8% | +182.3% | +186.5% | +121.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling