+368.0%
ARKK vs FIS
-16.3%
+384.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.9% | +5.7% | +2.9% |
| 7D | +3.6% | -3.5% | +7.1% | +5.3% |
| 30D | +8.4% | -7.8% | +16.2% | +12.5% |
| 3M | +13.4% | +0.8% | +12.6% | +11.1% |
| 6M | +18.9% | -21.9% | +40.8% | +32.3% |
| YTD | +11.9% | -39.5% | +51.4% | +42.3% |
| 1Y | +13.1% | -41.0% | +54.1% | +45.0% |
| 3Y | +97.1% | -23.6% | +120.7% | +115.1% |
| 5Y | -27.8% | -65.6% | +37.8% | +18.8% |
| 10Y | +338.5% | -40.2% | +378.7% | +445.1% |
| All | +368.0% | -16.3% | +384.3% | +405.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling