+84.6%
FCX vs ARKK
+87.8%
-3.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.8% | -4.8% | -5.6% |
| 7D | -1.9% | -4.7% | +2.8% | +0.9% |
| 30D | +3.4% | +3.1% | +0.3% | +1.6% |
| 3M | +15.0% | +13.8% | +1.2% | +6.8% |
| 6M | +14.6% | +14.0% | +0.7% | +6.8% |
| YTD | +41.2% | +8.0% | +33.2% | +34.9% |
| 1Y | +60.4% | +9.9% | +50.4% | +51.3% |
| All | +84.6% | +87.8% | -3.3% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling