+258.3%
ARKK vs FND
+57.3%
+201.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | +1.4% | -0.8% | +2.2% | +1.7% |
| 30D | +5.1% | -19.6% | +24.7% | +15.3% |
| 3M | +12.7% | -4.3% | +17.1% | +12.8% |
| 6M | +13.8% | -20.4% | +34.3% | +22.3% |
| YTD | +9.9% | -21.9% | +31.8% | +17.8% |
| 1Y | +10.4% | -45.2% | +55.6% | +38.0% |
| 3Y | +93.6% | -49.2% | +142.8% | +136.7% |
| 5Y | -29.4% | -61.8% | +32.4% | -5.2% |
| All | +258.3% | +57.3% | +201.0% | +203.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling