+100.6%
FLEX vs ARKK
+10.0%
+90.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.6% | +6.6% | +6.7% |
| 7D | +5.7% | -3.1% | +8.8% | +8.5% |
| 30D | -7.0% | +2.7% | -9.7% | -9.4% |
| 3M | -23.8% | +10.8% | -34.6% | -30.4% |
| 6M | +82.6% | +14.4% | +68.3% | +62.2% |
| YTD | +91.6% | +8.7% | +83.0% | +75.1% |
| 1Y | +100.6% | +6.7% | +93.8% | +85.8% |
| All | +100.6% | +10.0% | +90.5% | +85.8% |
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