+15.4%
FXI vs ARKK
+358.9%
-343.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.7% |
| 7D | -2.8% | +1.4% | -4.2% | -3.3% |
| 30D | -5.3% | +5.1% | -10.4% | -7.2% |
| 3M | +0.3% | +12.7% | -12.4% | -4.5% |
| 6M | -4.6% | +13.8% | -18.4% | -10.0% |
| YTD | -9.1% | +9.9% | -19.0% | -13.5% |
| 1Y | -12.0% | +10.4% | -22.4% | -17.0% |
| 3Y | +38.6% | +93.6% | -54.9% | +0.4% |
| 5Y | -6.6% | -29.4% | +22.8% | -4.5% |
| 10Y | +15.0% | +336.9% | -321.8% | -59.3% |
| All | +15.4% | +358.9% | -343.5% | -59.9% |
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