+376.2%
ARKK vs FTV
+87.0%
+289.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -0.9% |
| 7D | +1.4% | -1.3% | +2.7% | +2.4% |
| 30D | +5.1% | -9.5% | +14.6% | +12.8% |
| 3M | +12.7% | -10.9% | +23.7% | +21.4% |
| 6M | +13.8% | -0.6% | +14.5% | +12.5% |
| YTD | +9.9% | +1.4% | +8.5% | +5.2% |
| 1Y | +10.4% | +17.6% | -7.2% | -6.2% |
| 3Y | +93.6% | -3.3% | +96.8% | +92.1% |
| 5Y | -29.4% | -0.1% | -29.2% | -31.6% |
| 10Y | +336.9% | +82.5% | +254.4% | +215.9% |
| All | +376.2% | +87.0% | +289.2% | +241.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling