+612.2%
FCX vs ARKK
+331.8%
+280.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.5% |
| 7D | -2.3% | -3.1% | +0.8% | -0.6% |
| 30D | +2.7% | +2.7% | 0.0% | +1.1% |
| 3M | +7.4% | +10.8% | -3.4% | +1.3% |
| 6M | +16.0% | +14.4% | +1.6% | +8.0% |
| YTD | +40.9% | +8.7% | +32.3% | +34.5% |
| 1Y | +56.4% | +6.7% | +49.7% | +50.1% |
| 3Y | +84.2% | +87.4% | -3.2% | +23.9% |
| 5Y | +114.6% | -29.5% | +144.1% | +143.5% |
| All | +612.2% | +331.8% | +280.4% | +49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling