+2,213.2%
FIX vs ARKK
-27.8%
+2,241.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.4% |
| 7D | +6.1% | +3.6% | +2.4% | +4.5% |
| 30D | -2.7% | +8.4% | -11.0% | -6.1% |
| 3M | -10.9% | +13.4% | -24.4% | -15.6% |
| 6M | +29.0% | +18.9% | +10.1% | +19.9% |
| YTD | +76.9% | +11.9% | +65.0% | +68.2% |
| 1Y | +130.7% | +13.1% | +117.7% | +119.4% |
| 3Y | +790.7% | +97.1% | +693.6% | +596.9% |
| All | +2,213.2% | -27.8% | +2,241.0% | +2,165.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling