-80.8%
FIG vs ARKK
+8.3%
-89.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.6% |
| 7D | -12.2% | -4.7% | -7.5% | -9.7% |
| 30D | -11.0% | +3.1% | -14.0% | -12.8% |
| 3M | +11.9% | +13.8% | -1.9% | +1.4% |
| 6M | -21.9% | +14.0% | -35.9% | -29.9% |
| YTD | -40.8% | +8.0% | -48.7% | -44.7% |
| 1Y | -56.6% | +9.9% | -66.6% | -57.9% |
| All | -80.8% | +8.3% | -89.1% | -81.4% |
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