-10.7%
AMAT vs ARKK
-0.1%
-10.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.8% | +4.3% | +4.3% |
| 7D | +7.0% | -2.4% | +9.3% | +10.0% |
| 30D | -20.6% | -10.8% | -9.7% | -11.6% |
| 3M | -24.8% | -2.6% | -22.1% | -23.2% |
| 6M | -10.7% | -1.9% | -8.8% | -11.5% |
| All | -10.7% | -0.1% | -10.6% | -11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling