+725.7%
FLEX vs ARKK
-29.1%
+754.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -0.6% |
| 7D | +6.4% | +1.4% | +4.9% | +5.6% |
| 30D | -5.9% | +5.1% | -11.0% | -8.2% |
| 3M | -23.5% | +12.7% | -36.2% | -27.5% |
| 6M | +83.7% | +13.8% | +69.9% | +73.8% |
| YTD | +86.5% | +9.9% | +76.6% | +78.9% |
| 1Y | +100.5% | +10.4% | +90.1% | +92.2% |
| 3Y | +469.8% | +93.6% | +376.3% | +330.6% |
| 5Y | +725.7% | -29.4% | +755.0% | +725.0% |
| All | +725.7% | -29.1% | +754.7% | +725.0% |
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