+368.0%
ARKK vs FHN
+177.5%
+190.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +3.6% | +2.7% | +0.9% | +2.7% |
| 30D | +8.4% | -3.1% | +11.5% | +9.5% |
| 3M | +13.4% | +2.3% | +11.1% | +12.2% |
| 6M | +18.9% | +9.7% | +9.2% | +14.7% |
| YTD | +11.9% | +4.7% | +7.2% | +9.6% |
| 1Y | +13.1% | +13.8% | -0.7% | +7.2% |
| 3Y | +97.1% | +131.6% | -34.5% | +49.1% |
| 5Y | -27.8% | +91.1% | -118.9% | -45.4% |
| 10Y | +338.5% | +126.6% | +211.8% | +178.1% |
| All | +368.0% | +177.5% | +190.5% | +174.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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