+24.2%
FIX vs ARKK
-6.7%
+31.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | +0.1% |
| 7D | +9.4% | -0.6% | +10.1% | +10.2% |
| 30D | -27.8% | -11.2% | -16.5% | -20.6% |
| 3M | -35.6% | -9.2% | -26.3% | -31.0% |
| 6M | -45.2% | -3.9% | -41.3% | -44.3% |
| YTD | +19.5% | -2.5% | +22.0% | +17.3% |
| 1Y | +24.2% | -2.7% | +27.0% | +22.7% |
| All | +24.2% | -6.7% | +31.0% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling