+1,115.5%
FLEX vs ARKK
+331.8%
+783.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.6% | +6.6% | +6.9% |
| 7D | +5.7% | -3.1% | +8.8% | +7.6% |
| 30D | -7.0% | +2.7% | -9.7% | -8.6% |
| 3M | -23.8% | +10.8% | -34.6% | -28.0% |
| 6M | +82.6% | +14.4% | +68.3% | +70.2% |
| YTD | +91.6% | +8.7% | +83.0% | +83.3% |
| 1Y | +100.6% | +6.7% | +93.8% | +93.6% |
| 3Y | +479.8% | +87.4% | +392.4% | +301.4% |
| 5Y | +746.5% | -29.5% | +776.0% | +857.1% |
| All | +1,115.5% | +331.8% | +783.7% | +294.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling