+8,105.4%
FIX vs ARKK
+325.8%
+7,779.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.8% | +3.3% | +4.3% |
| 7D | +6.4% | -2.4% | +8.8% | +8.0% |
| 30D | -29.1% | -10.8% | -18.2% | -25.1% |
| 3M | -31.1% | -2.6% | -28.5% | -30.2% |
| 6M | -42.8% | -1.9% | -40.9% | -42.3% |
| YTD | +24.6% | +2.0% | +22.6% | +23.7% |
| 1Y | +21.9% | -4.4% | +26.3% | +24.6% |
| 3Y | +524.9% | +97.5% | +427.4% | +382.6% |
| 5Y | +1,092.2% | -32.0% | +1,124.2% | +1,182.4% |
| 10Y | +3,759.0% | +317.7% | +3,441.3% | +1,499.4% |
| All | +8,105.4% | +325.8% | +7,779.5% | +3,184.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling