+1,321.9%
AMAT vs ARKK
+293.0%
+1,028.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.8% | -1.5% |
| 7D | +11.4% | -0.6% | +12.0% | +12.1% |
| 30D | -17.0% | -11.2% | -5.8% | -9.7% |
| 3M | -30.6% | -9.2% | -21.4% | -26.0% |
| 6M | -14.9% | -3.9% | -11.0% | -12.0% |
| YTD | +44.7% | -2.5% | +47.2% | +47.7% |
| 1Y | +66.9% | -2.7% | +69.6% | +70.5% |
| 3Y | +153.3% | +87.9% | +65.4% | +61.8% |
| 5Y | +146.2% | -35.7% | +181.9% | +201.6% |
| All | +1,321.9% | +293.0% | +1,028.9% | +275.0% |
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