+48.5%
FISV vs ARKK
+353.6%
-305.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.8% | +5.2% |
| 7D | -2.7% | -3.1% | +0.4% | -1.7% |
| 30D | 0.0% | +2.7% | -2.7% | -0.9% |
| 3M | -2.8% | +10.8% | -13.5% | -6.5% |
| 6M | -11.8% | +14.4% | -26.2% | -16.4% |
| YTD | -23.2% | +8.7% | -31.9% | -26.2% |
| 1Y | -62.0% | +6.7% | -68.7% | -63.5% |
| 3Y | -57.6% | +87.4% | -145.0% | -67.4% |
| 5Y | -53.4% | -29.5% | -23.9% | -52.1% |
| 10Y | +2.9% | +331.8% | -328.9% | -56.4% |
| All | +48.5% | +353.6% | -305.1% | -39.6% |
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