+26.0%
FLEX vs ARKK
-6.7%
+32.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -2.1% |
| 7D | +7.5% | -0.6% | +8.1% | +8.5% |
| 30D | -25.3% | -11.2% | -14.0% | -15.1% |
| 3M | -39.7% | -9.2% | -30.5% | -33.2% |
| 6M | -47.9% | -3.9% | -43.9% | -45.5% |
| YTD | +24.1% | -2.5% | +26.6% | +24.9% |
| 1Y | +26.0% | -2.7% | +28.7% | +26.6% |
| All | +26.0% | -6.7% | +32.7% | +26.6% |
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