+115.8%
FCX vs ARKK
-29.6%
+145.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.5% |
| 7D | -2.3% | -3.1% | +0.8% | -0.9% |
| 30D | +2.7% | +2.7% | 0.0% | +1.5% |
| 3M | +7.4% | +10.8% | -3.4% | +2.7% |
| 6M | +16.0% | +14.4% | +1.6% | +9.9% |
| YTD | +40.9% | +8.7% | +32.3% | +36.2% |
| 1Y | +56.4% | +6.7% | +49.7% | +52.0% |
| 3Y | +84.2% | +87.4% | -3.2% | +40.2% |
| All | +115.8% | -29.6% | +145.4% | +126.0% |
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