+828.2%
FLEX vs ARKK
+306.9%
+521.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -2.9% |
| 7D | +7.5% | -0.6% | +8.1% | +8.1% |
| 30D | -25.3% | -11.2% | -14.0% | -19.1% |
| 3M | -39.7% | -9.2% | -30.5% | -35.7% |
| 6M | -47.9% | -3.9% | -43.9% | -46.0% |
| YTD | +24.1% | -2.5% | +26.6% | +27.6% |
| 1Y | +26.0% | -2.7% | +28.7% | +29.9% |
| 3Y | +282.7% | +87.9% | +194.8% | +170.1% |
| 5Y | +424.2% | -35.7% | +459.9% | +525.8% |
| 10Y | +613.8% | +299.2% | +314.6% | +132.6% |
| All | +828.2% | +306.9% | +521.2% | +195.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling