+424.8%
FLEX vs ARKK
-35.9%
+460.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.1% |
| 7D | +7.5% | -0.6% | +8.1% | +8.0% |
| 30D | -25.3% | -11.2% | -14.0% | -20.0% |
| 3M | -39.7% | -9.2% | -30.5% | -36.2% |
| 6M | -47.9% | -3.9% | -43.9% | -46.2% |
| YTD | +24.1% | -2.5% | +26.6% | +27.5% |
| 1Y | +26.0% | -2.7% | +28.7% | +29.7% |
| 3Y | +282.7% | +87.9% | +194.8% | +201.3% |
| All | +424.8% | -35.9% | +460.6% | +462.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling