+3,574.0%
FIX vs ARKK
+310.4%
+3,263.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.4% |
| 7D | -13.9% | -4.0% | -9.9% | -12.1% |
| 30D | -35.5% | -14.0% | -21.6% | -30.9% |
| 3M | -33.9% | -4.2% | -29.8% | -32.6% |
| 6M | -43.3% | -2.6% | -40.7% | -42.6% |
| YTD | +18.7% | +0.2% | +18.4% | +18.7% |
| 1Y | +13.8% | -6.9% | +20.7% | +17.5% |
| 3Y | +495.0% | +94.1% | +400.9% | +363.8% |
| 5Y | +1,049.0% | -32.7% | +1,081.8% | +1,145.1% |
| All | +3,574.0% | +310.4% | +3,263.6% | +1,363.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling