+513.7%
FAST vs ARKK
+367.9%
+145.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.8% | +1.0% |
| 7D | -0.4% | +1.9% | -2.3% | -0.9% |
| 30D | -0.8% | +13.2% | -14.0% | -4.2% |
| 3M | +5.8% | +7.7% | -1.9% | +3.0% |
| 6M | +8.0% | +15.1% | -7.1% | +2.8% |
| YTD | +25.6% | +12.1% | +13.5% | +20.1% |
| 1Y | +0.8% | +14.9% | -14.1% | -5.0% |
| 3Y | +86.1% | +99.3% | -13.2% | +43.4% |
| 5Y | +100.2% | -29.9% | +130.1% | +104.2% |
| 10Y | +494.2% | +351.6% | +142.6% | +154.9% |
| All | +513.7% | +367.9% | +145.8% | +154.6% |
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