+329.1%
ARKK vs FE
+114.8%
+214.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -4.7% | -1.7% | -3.0% | -4.2% |
| 30D | +3.1% | -1.3% | +4.3% | +3.4% |
| 3M | +13.8% | +0.6% | +13.2% | +13.3% |
| 6M | +14.0% | -6.8% | +20.8% | +16.0% |
| YTD | +8.0% | +6.4% | +1.6% | +5.2% |
| 1Y | +9.9% | +11.3% | -1.3% | +5.4% |
| 3Y | +90.2% | +47.1% | +43.1% | +62.7% |
| 5Y | -29.9% | +50.4% | -80.3% | -40.8% |
| All | +329.1% | +114.8% | +214.3% | +258.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling