+86.2%
ARKK vs FIS
-25.6%
+111.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.2% |
| 7D | -4.7% | -8.9% | +4.2% | -1.3% |
| 30D | +3.1% | -9.9% | +13.0% | +7.0% |
| 3M | +13.8% | 0.0% | +13.8% | +11.8% |
| 6M | +14.0% | -22.9% | +36.9% | +26.0% |
| YTD | +8.0% | -40.9% | +48.9% | +36.8% |
| 1Y | +9.9% | -40.4% | +50.4% | +38.1% |
| All | +86.2% | -25.6% | +111.8% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling