+11,274.9%
FIX vs ARKK
+367.9%
+10,907.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.4% |
| 7D | +6.0% | +1.9% | +4.1% | +5.1% |
| 30D | -7.2% | +13.2% | -20.4% | -12.2% |
| 3M | -15.9% | +7.7% | -23.5% | -18.6% |
| 6M | +12.7% | +15.1% | -2.3% | +6.1% |
| YTD | +72.8% | +12.1% | +60.7% | +64.2% |
| 1Y | +122.9% | +14.9% | +108.0% | +110.3% |
| 3Y | +774.3% | +99.3% | +675.0% | +563.3% |
| 5Y | +2,049.5% | -29.9% | +2,079.4% | +2,168.8% |
| 10Y | +5,821.5% | +351.6% | +5,469.8% | +2,265.0% |
| All | +11,274.9% | +367.9% | +10,907.0% | +4,258.9% |
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 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