+1,641.2%
AMAT vs ARKK
+309.5%
+1,331.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.2% | +1.1% | +2.2% |
| 7D | -14.7% | -6.6% | -8.2% | -10.5% |
| 30D | -36.1% | -14.5% | -21.6% | -28.9% |
| 3M | -36.9% | -0.4% | -36.5% | -36.7% |
| 6M | -22.2% | -5.2% | -17.0% | -19.0% |
| YTD | +29.9% | -1.9% | +31.8% | +31.8% |
| 1Y | +43.3% | -6.7% | +50.0% | +49.8% |
| 3Y | +142.7% | +89.7% | +52.9% | +53.7% |
| 5Y | +126.2% | -37.3% | +163.5% | +178.0% |
| 10Y | +1,211.7% | +324.8% | +886.9% | +265.6% |
| All | +1,641.2% | +309.5% | +1,331.7% | +383.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling