+1,707.5%
AMAT vs ARKK
+337.1%
+1,370.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +0.9% | +0.3% |
| 7D | +6.9% | +1.4% | +5.5% | +5.8% |
| 30D | -10.1% | +5.1% | -15.2% | -13.3% |
| 3M | -6.0% | +12.7% | -18.7% | -12.8% |
| 6M | +38.6% | +13.8% | +24.8% | +27.3% |
| YTD | +83.1% | +9.9% | +73.2% | +71.8% |
| 1Y | +188.3% | +10.4% | +177.9% | +169.4% |
| 3Y | +225.3% | +93.6% | +131.7% | +101.0% |
| 5Y | +262.0% | -29.4% | +291.3% | +313.8% |
| 10Y | +1,707.5% | +336.9% | +1,370.6% | +359.4% |
| All | +1,707.5% | +337.1% | +1,370.4% | +359.4% |
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