+10.4%
ARKK vs FICO
-36.4%
+46.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.1% | -2.1% |
| 7D | +1.4% | -10.6% | +12.0% | +2.1% |
| 30D | +5.1% | -6.3% | +11.5% | +5.6% |
| 3M | +12.7% | -19.7% | +32.5% | +13.4% |
| 6M | +13.8% | -31.8% | +45.6% | +16.1% |
| YTD | +9.9% | -41.8% | +51.8% | +13.7% |
| 1Y | +10.4% | -36.4% | +46.8% | +12.3% |
| All | +10.4% | -36.4% | +46.8% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 FICO 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