+2,374.3%
AMAT vs ARKK
+367.1%
+2,007.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.1% | +4.1% |
| 7D | +7.0% | +3.6% | +3.4% | +4.5% |
| 30D | -12.2% | +8.4% | -20.6% | -17.0% |
| 3M | -3.8% | +13.4% | -17.3% | -11.2% |
| 6M | +45.9% | +18.9% | +27.0% | +30.5% |
| YTD | +84.6% | +11.9% | +72.7% | +71.3% |
| 1Y | +193.4% | +13.1% | +180.3% | +170.0% |
| 3Y | +228.1% | +97.1% | +131.0% | +100.4% |
| 5Y | +268.9% | -27.8% | +296.7% | +310.4% |
| 10Y | +1,665.8% | +338.5% | +1,327.3% | +378.3% |
| All | +2,374.3% | +367.1% | +2,007.2% | +529.0% |
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 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