+25.0%
FLEX vs ARKK
-5.7%
+30.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +0.1% | -12.4% | -12.4% |
| 7D | -17.0% | -6.7% | -10.3% | -11.5% |
| 30D | -33.8% | -13.4% | -20.5% | -24.5% |
| 3M | -39.0% | +4.7% | -43.7% | -41.6% |
| 6M | -15.9% | +2.7% | -18.6% | -17.8% |
| YTD | +27.8% | +4.5% | +23.4% | +20.2% |
| 1Y | +25.0% | -3.7% | +28.7% | +27.6% |
| All | +25.0% | -5.7% | +30.6% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling