+87.9%
ARKK vs FN
+96.4%
-8.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.3% | +5.3% | 0.0% |
| 7D | -0.6% | +0.3% | -0.9% | -0.9% |
| 30D | -11.2% | -16.5% | +5.3% | -7.6% |
| 3M | -9.2% | -42.1% | +32.9% | +2.8% |
| 6M | -3.9% | -52.9% | +49.0% | +13.0% |
| YTD | -2.5% | -28.0% | +25.5% | -2.9% |
| 1Y | -2.7% | -18.5% | +15.8% | -7.6% |
| 3Y | +87.9% | +93.9% | -6.0% | +13.3% |
| All | +87.9% | +96.4% | -8.5% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling