-28.1%
ARKK vs FND
-63.3%
+35.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.1% |
| 7D | -3.1% | -5.8% | +2.7% | 0.0% |
| 30D | +2.7% | -20.2% | +22.9% | +15.4% |
| 3M | +10.8% | -12.0% | +22.7% | +15.8% |
| 6M | +14.4% | -18.5% | +32.9% | +23.0% |
| YTD | +8.7% | -22.3% | +30.9% | +18.0% |
| 1Y | +6.7% | -47.6% | +54.4% | +45.2% |
| 3Y | +87.4% | -49.8% | +137.2% | +133.3% |
| All | -28.1% | -63.3% | +35.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling