+20.4%
ARKK vs FGI
-69.1%
+89.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.1% | -1.8% |
| 7D | +1.4% | +14.7% | -13.3% | +0.9% |
| 30D | +5.1% | +67.0% | -61.8% | +1.3% |
| 3M | +12.7% | +31.0% | -18.3% | +9.3% |
| 6M | +13.8% | +126.8% | -113.0% | +5.2% |
| YTD | +9.9% | +35.6% | -25.7% | +3.8% |
| 1Y | +10.4% | +108.9% | -98.5% | -1.4% |
| 3Y | +93.6% | -0.3% | +93.8% | +75.7% |
| All | +20.4% | -69.1% | +89.5% | +18.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling