+61.4%
AMAT vs ARKK
-5.7%
+67.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.3% | -3.3% |
| 7D | -11.2% | -6.7% | -4.5% | -6.2% |
| 30D | -31.9% | -13.4% | -18.5% | -23.8% |
| 3M | -32.3% | +4.7% | -37.1% | -35.3% |
| 6M | -5.4% | +2.7% | -8.1% | -8.2% |
| YTD | +44.3% | +4.5% | +39.8% | +37.2% |
| 1Y | +61.4% | -3.7% | +65.1% | +63.5% |
| All | +61.4% | -5.7% | +67.0% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling