+308.8%
ARKK vs FN
+772.0%
-463.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.8% | +2.4% | -0.8% |
| 7D | -4.0% | -4.1% | +0.1% | -3.1% |
| 30D | -14.0% | -28.3% | +14.4% | -5.0% |
| 3M | -4.2% | -33.9% | +29.7% | +6.7% |
| 6M | -2.6% | -43.9% | +41.3% | +11.4% |
| YTD | +0.2% | -23.4% | +23.7% | -1.7% |
| 1Y | -6.9% | -25.4% | +18.5% | -8.5% |
| 3Y | +94.1% | +107.9% | -13.8% | +17.0% |
| 5Y | -32.7% | +195.1% | -227.8% | -66.4% |
| 10Y | +308.8% | +794.1% | -485.3% | +36.6% |
| All | +308.8% | +772.0% | -463.1% | +36.6% |
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