+329.4%
ARKK vs FN
+1,946.6%
-1,617.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +11.9% | -7.2% | +0.9% |
| 7D | 0.0% | +16.3% | -16.3% | -5.3% |
| 30D | -11.9% | -24.7% | +12.9% | -4.7% |
| 3M | -0.6% | -34.9% | +34.4% | +10.6% |
| 6M | -0.2% | -41.1% | +40.9% | +11.7% |
| YTD | +2.7% | -19.6% | +22.3% | -0.3% |
| 1Y | -2.2% | -18.5% | +16.3% | -6.1% |
| 3Y | +102.0% | +119.1% | -17.1% | +26.2% |
| 5Y | -33.4% | +206.9% | -240.3% | -64.5% |
| 10Y | +327.1% | +826.4% | -499.4% | +61.9% |
| All | +329.4% | +1,946.6% | -1,617.2% | +42.1% |
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