+1,255.6%
FLEX vs ARKK
+367.9%
+887.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.1% |
| 7D | -0.9% | +1.9% | -2.8% | -2.0% |
| 30D | -10.1% | +13.2% | -23.3% | -16.4% |
| 3M | -31.3% | +7.7% | -39.0% | -34.1% |
| 6M | +71.3% | +15.1% | +56.2% | +59.0% |
| YTD | +81.2% | +12.1% | +69.2% | +70.3% |
| 1Y | +98.5% | +14.9% | +83.6% | +83.9% |
| 3Y | +428.2% | +99.3% | +328.9% | +252.8% |
| 5Y | +657.3% | -29.9% | +687.2% | +753.4% |
| 10Y | +995.9% | +351.6% | +644.3% | +228.3% |
| All | +1,255.6% | +367.9% | +887.7% | +294.2% |
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