+310.3%
ARKK vs FN
+1,729.6%
-1,419.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.7% | -8.5% | -0.5% |
| 7D | -6.6% | 0.0% | -6.5% | -7.1% |
| 30D | -14.5% | -34.3% | +19.8% | -3.4% |
| 3M | -0.4% | -39.9% | +39.5% | +13.8% |
| 6M | -5.2% | -51.8% | +46.7% | +13.3% |
| YTD | -1.9% | -28.1% | +26.2% | -1.2% |
| 1Y | -6.7% | -29.1% | +22.3% | -6.3% |
| 3Y | +89.7% | +102.4% | -12.7% | +21.5% |
| 5Y | -37.3% | +171.7% | -208.9% | -65.2% |
| 10Y | +324.8% | +773.5% | -448.7% | +65.7% |
| All | +310.3% | +1,729.6% | -1,419.3% | +40.8% |
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