-28.1%
ARKK vs FTV
-2.3%
-25.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.3% |
| 7D | -3.1% | -4.0% | +0.9% | +0.5% |
| 30D | +2.7% | -11.0% | +13.7% | +13.8% |
| 3M | +10.8% | -8.4% | +19.2% | +18.2% |
| 6M | +14.4% | -2.6% | +16.9% | +13.9% |
| YTD | +8.7% | -0.6% | +9.3% | +3.4% |
| 1Y | +6.7% | +11.0% | -4.2% | -10.5% |
| 3Y | +87.4% | -6.3% | +93.7% | +87.2% |
| All | -28.1% | -2.3% | -25.8% | -42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling