+87.4%
ARKK vs FIVN
-55.2%
+142.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.7% | +0.2% |
| 7D | -3.1% | -7.8% | +4.8% | -0.7% |
| 30D | +2.7% | -1.7% | +4.4% | +3.0% |
| 3M | +10.8% | +47.2% | -36.4% | -4.0% |
| 6M | +14.4% | +82.7% | -68.3% | -11.4% |
| YTD | +8.7% | +52.9% | -44.3% | -11.0% |
| 1Y | +6.7% | +17.5% | -10.7% | -2.9% |
| 3Y | +87.4% | -55.8% | +143.2% | +122.7% |
| All | +87.4% | -55.2% | +142.6% | +122.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling