+331.8%
ARKK vs FTV
+80.7%
+251.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.4% |
| 7D | -3.1% | -4.0% | +0.9% | -0.2% |
| 30D | +2.7% | -11.0% | +13.7% | +11.7% |
| 3M | +10.8% | -8.4% | +19.2% | +17.0% |
| 6M | +14.4% | -2.6% | +16.9% | +14.6% |
| YTD | +8.7% | -0.6% | +9.3% | +5.4% |
| 1Y | +6.7% | +11.0% | -4.2% | -5.4% |
| 3Y | +87.4% | -6.3% | +93.7% | +90.3% |
| 5Y | -29.5% | -1.5% | -27.9% | -31.1% |
| All | +331.8% | +80.7% | +251.1% | +211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 10y: compounded portfolio wealth divided by compounded FTV 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…
10y analysis · Full analysis span regression · 6 months rolling