+331.8%
ARKK vs FIVN
+118.5%
+213.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.1% |
| 7D | -3.1% | -7.8% | +4.8% | +0.2% |
| 30D | +2.7% | -1.7% | +4.4% | +3.0% |
| 3M | +10.8% | +47.2% | -36.4% | -8.6% |
| 6M | +14.4% | +82.7% | -68.3% | -17.8% |
| YTD | +8.7% | +52.9% | -44.3% | -17.1% |
| 1Y | +6.7% | +17.5% | -10.7% | -8.8% |
| 3Y | +87.4% | -55.8% | +143.2% | +133.2% |
| 5Y | -29.5% | -82.3% | +52.9% | +24.4% |
| All | +331.8% | +118.5% | +213.3% | +297.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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