+52.6%
FSLR vs ARKK
-35.9%
+88.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | +0.3% |
| 7D | -14.8% | -0.6% | -14.2% | -14.7% |
| 30D | -4.3% | -11.2% | +6.9% | +0.1% |
| 3M | -23.4% | -9.2% | -14.2% | -21.0% |
| 6M | -26.9% | -3.9% | -23.0% | -26.2% |
| YTD | -34.4% | -2.5% | -31.9% | -34.9% |
| 1Y | -33.2% | -2.7% | -30.5% | -33.6% |
| 3Y | +28.1% | +87.9% | -59.8% | -5.4% |
| All | +52.6% | -35.9% | +88.5% | +63.5% |
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