+368.8%
ARKK vs FN
+2,178.5%
-1,809.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -2.1% |
| 7D | +1.9% | -1.7% | +3.6% | +2.5% |
| 30D | +13.2% | -22.0% | +35.2% | +21.0% |
| 3M | +7.7% | -43.0% | +50.7% | +25.6% |
| 6M | +15.1% | -27.7% | +42.8% | +20.5% |
| YTD | +12.1% | -10.5% | +22.6% | +7.2% |
| 1Y | +14.9% | +12.5% | +2.4% | +0.5% |
| 3Y | +99.3% | +153.8% | -54.5% | +20.8% |
| 5Y | -29.9% | +288.0% | -317.9% | -64.9% |
| 10Y | +351.6% | +906.4% | -554.8% | +69.2% |
| All | +368.8% | +2,178.5% | -1,809.7% | +52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling