+128.1%
FIX vs ARKK
+10.9%
+117.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.3% | -0.8% |
| 7D | +3.5% | +1.4% | +2.1% | +2.4% |
| 30D | -3.5% | +5.1% | -8.6% | -7.4% |
| 3M | -11.8% | +12.7% | -24.5% | -19.9% |
| 6M | +17.8% | +13.8% | +4.0% | +4.7% |
| YTD | +73.3% | +9.9% | +63.4% | +57.3% |
| 1Y | +128.1% | +10.4% | +117.7% | +118.5% |
| All | +128.1% | +10.9% | +117.2% | +118.5% |
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 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