+506.7%
FIX vs ARKK
+94.1%
+412.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.7% | +4.7% | +6.2% |
| 7D | -7.2% | 0.0% | -7.3% | -6.8% |
| 30D | -35.1% | -11.9% | -23.2% | -29.0% |
| 3M | -34.3% | -0.6% | -33.7% | -34.2% |
| 6M | -42.9% | -0.2% | -42.8% | -43.2% |
| YTD | +19.5% | +2.7% | +16.8% | +16.0% |
| 1Y | +16.8% | -2.2% | +19.0% | +17.4% |
| 3Y | +506.7% | +102.0% | +404.7% | +283.9% |
| All | +506.7% | +94.1% | +412.6% | +283.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling