+307.7%
ARKK vs FFIV
+149.5%
+158.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -0.4% |
| 7D | -0.6% | -0.5% | -0.1% | -0.2% |
| 30D | -11.2% | -32.4% | +21.2% | +9.8% |
| 3M | -9.2% | -25.7% | +16.5% | +5.2% |
| 6M | -3.9% | -13.5% | +9.6% | +0.3% |
| YTD | -2.5% | +21.1% | -23.6% | -19.3% |
| 1Y | -2.7% | +29.4% | -32.1% | -23.1% |
| 3Y | +87.9% | +94.9% | -7.0% | +12.4% |
| 5Y | -35.7% | +34.7% | -70.4% | -51.8% |
| 10Y | +299.2% | +119.0% | +180.2% | +124.9% |
| All | +307.7% | +149.5% | +158.2% | +114.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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