+106.1%
FAST vs ARKK
-29.1%
+135.1%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.8% |
| 7D | +1.8% | +1.4% | +0.4% | +1.5% |
| 30D | -6.4% | +5.1% | -11.6% | -7.5% |
| 3M | +5.3% | +12.7% | -7.4% | +2.5% |
| 6M | +5.4% | +13.8% | -8.4% | +1.9% |
| YTD | +23.6% | +9.9% | +13.6% | +20.1% |
| 1Y | +4.1% | +10.4% | -6.3% | +0.5% |
| 3Y | +92.4% | +93.6% | -1.2% | +60.1% |
| 5Y | +106.1% | -29.4% | +135.4% | +86.1% |
| All | +106.1% | -29.1% | +135.1% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK 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 ARKK 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