+338.5%
ARKK vs FN
+882.3%
-543.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.3% | -0.9% |
| 7D | +3.6% | +3.5% | +0.1% | +2.3% |
| 30D | +8.4% | -26.0% | +34.3% | +18.4% |
| 3M | +13.4% | -33.3% | +46.7% | +26.5% |
| 6M | +18.9% | -14.9% | +33.8% | +17.7% |
| YTD | +11.9% | -8.6% | +20.5% | +5.6% |
| 1Y | +13.1% | +12.3% | +0.8% | -2.3% |
| 3Y | +97.1% | +174.4% | -77.3% | +10.2% |
| 5Y | -27.8% | +296.4% | -324.2% | -66.8% |
| 10Y | +338.5% | +890.0% | -551.6% | +45.4% |
| All | +338.5% | +882.3% | -543.9% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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