+331.8%
ARKK vs FIS
-39.8%
+371.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.5% |
| 7D | -3.1% | -7.9% | +4.8% | +1.1% |
| 30D | +2.7% | -8.0% | +10.7% | +6.8% |
| 3M | +10.8% | +0.6% | +10.2% | +8.5% |
| 6M | +14.4% | -22.2% | +36.6% | +27.9% |
| YTD | +8.7% | -40.8% | +49.4% | +41.1% |
| 1Y | +6.7% | -41.5% | +48.3% | +38.8% |
| 3Y | +87.4% | -25.5% | +112.9% | +107.2% |
| 5Y | -29.5% | -64.8% | +35.3% | +17.8% |
| All | +331.8% | -39.8% | +371.6% | +410.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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