+268.9%
AMAT vs ARKK
-29.5%
+298.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.1% | +4.1% |
| 7D | +7.0% | +3.6% | +3.4% | +4.8% |
| 30D | -12.2% | +8.4% | -20.6% | -16.3% |
| 3M | -3.8% | +13.4% | -17.3% | -10.1% |
| 6M | +45.9% | +18.9% | +27.0% | +32.9% |
| YTD | +84.6% | +11.9% | +72.7% | +73.5% |
| 1Y | +193.4% | +13.1% | +180.3% | +174.3% |
| 3Y | +228.1% | +97.1% | +131.0% | +121.9% |
| 5Y | +268.9% | -27.8% | +296.7% | +270.8% |
| All | +268.9% | -29.5% | +298.4% | +270.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling