+14.9%
ARKK vs FGI
+81.8%
-66.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +7.5% | -8.6% | -1.2% |
| 7D | +1.9% | +0.5% | +1.4% | +1.9% |
| 30D | +13.2% | +65.4% | -52.2% | +10.8% |
| 3M | +7.7% | +23.5% | -15.8% | +5.9% |
| 6M | +15.1% | +60.5% | -45.5% | +10.6% |
| YTD | +12.1% | +30.0% | -17.9% | +8.4% |
| 1Y | +14.9% | +82.1% | -67.1% | +10.1% |
| All | +14.9% | +81.8% | -66.9% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling