+87.4%
ARKK vs FOXA
+117.6%
-30.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.2% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | +2.7% | +5.0% | -2.3% | +0.4% |
| 3M | +10.8% | -3.0% | +13.8% | +10.8% |
| 6M | +14.4% | +14.8% | -0.4% | +3.6% |
| YTD | +8.7% | -8.9% | +17.6% | +12.6% |
| 1Y | +6.7% | +13.3% | -6.6% | -4.7% |
| 3Y | +87.4% | +115.4% | -28.0% | +8.2% |
| All | +87.4% | +117.6% | -30.2% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 3y: compounded portfolio wealth divided by compounded FOXA 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…
3y analysis · Full analysis span regression · 6 months rolling