-28.1%
ARKK vs FLUT
-50.9%
+22.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | -0.1% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | +2.7% | +2.5% | +0.2% | +1.3% |
| 3M | +10.8% | -9.2% | +20.0% | +13.2% |
| 6M | +14.4% | -8.2% | +22.6% | +15.2% |
| YTD | +8.7% | -53.2% | +61.9% | +43.8% |
| 1Y | +6.7% | -65.6% | +72.3% | +60.0% |
| 3Y | +87.4% | -43.6% | +131.0% | +122.3% |
| All | -28.1% | -50.9% | +22.9% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 5y: compounded portfolio wealth divided by compounded FLUT 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…
5y analysis · Full analysis span regression · 6 months rolling