+590.1%
FAST vs ARKK
+325.8%
+264.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.7% |
| 7D | +4.3% | -2.4% | +6.6% | +4.8% |
| 30D | +8.3% | -10.8% | +19.2% | +11.2% |
| 3M | +6.5% | -2.6% | +9.1% | +6.5% |
| 6M | +29.5% | -1.9% | +31.5% | +28.5% |
| YTD | +41.3% | +2.0% | +39.2% | +37.7% |
| 1Y | +37.4% | -4.4% | +41.8% | +36.1% |
| 3Y | +98.5% | +97.5% | +1.0% | +52.7% |
| 5Y | +111.1% | -32.0% | +143.1% | +115.0% |
| 10Y | +548.6% | +317.7% | +230.8% | +181.9% |
| All | +590.1% | +325.8% | +264.2% | +191.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling