+14.7%
FXI vs ARKK
+331.8%
-317.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -3.9% | -3.1% | -0.8% | -2.9% |
| 30D | -2.1% | +2.7% | -4.8% | -3.2% |
| 3M | -0.5% | +10.8% | -11.2% | -4.5% |
| 6M | -4.5% | +14.4% | -18.9% | -9.9% |
| YTD | -9.2% | +8.7% | -17.9% | -13.1% |
| 1Y | -13.8% | +6.7% | -20.5% | -17.5% |
| 3Y | +36.6% | +87.4% | -50.8% | +1.7% |
| 5Y | -6.7% | -29.5% | +22.8% | -5.1% |
| All | +14.7% | +331.8% | -317.1% | -48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling