+7,763.5%
FIX vs ARKK
+328.6%
+7,434.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.7% | +4.7% | +7.4% |
| 7D | -7.2% | 0.0% | -7.3% | -6.9% |
| 30D | -35.1% | -11.9% | -23.2% | -31.1% |
| 3M | -34.3% | -0.6% | -33.7% | -34.0% |
| 6M | -42.9% | -0.2% | -42.8% | -42.8% |
| YTD | +19.5% | +2.7% | +16.8% | +18.2% |
| 1Y | +16.8% | -2.2% | +19.0% | +18.2% |
| 3Y | +506.7% | +102.0% | +404.7% | +364.6% |
| 5Y | +1,046.7% | -33.4% | +1,080.1% | +1,144.1% |
| 10Y | +3,800.0% | +327.1% | +3,472.9% | +1,501.3% |
| All | +7,763.5% | +328.6% | +7,434.9% | +3,038.5% |
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 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