-80.3%
FIG vs ARKK
+12.2%
-92.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.6% |
| 7D | -16.4% | +3.6% | -20.0% | -18.2% |
| 30D | -2.3% | +8.4% | -10.7% | -7.0% |
| 3M | +7.8% | +13.4% | -5.6% | -1.6% |
| 6M | -21.8% | +18.9% | -40.7% | -31.5% |
| YTD | -39.1% | +11.9% | -51.0% | -44.4% |
| 1Y | -56.6% | +13.1% | -69.7% | -58.8% |
| All | -80.3% | +12.2% | -92.5% | -81.3% |
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