-35.1%
ARKK vs FE
+47.0%
-82.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.0% | -2.2% |
| 7D | -0.6% | +1.2% | -1.9% | -0.9% |
| 30D | -11.2% | +4.5% | -15.8% | -12.2% |
| 3M | -9.2% | +1.3% | -10.5% | -9.6% |
| 6M | -3.9% | +8.7% | -12.6% | -6.4% |
| YTD | -2.5% | +9.2% | -11.7% | -5.7% |
| 1Y | -2.7% | +7.0% | -9.7% | -5.3% |
| 3Y | +87.9% | +51.4% | +36.5% | +54.1% |
| All | -35.1% | +47.0% | -82.2% | -46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling