-29.4%
ARKK vs FE
+46.0%
-75.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.6% |
| 7D | +1.4% | -0.2% | +1.6% | +1.5% |
| 30D | +5.1% | -1.2% | +6.3% | +5.4% |
| 3M | +12.7% | +1.7% | +11.1% | +12.0% |
| 6M | +13.8% | -7.5% | +21.3% | +15.9% |
| YTD | +9.9% | +6.3% | +3.6% | +7.2% |
| 1Y | +10.4% | +10.9% | -0.4% | +6.2% |
| 3Y | +93.6% | +46.9% | +46.6% | +61.6% |
| 5Y | -29.4% | +47.6% | -77.0% | -41.0% |
| All | -29.4% | +46.0% | -75.4% | -41.0% |
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