+394.8%
AMD vs ARKK
+91.2%
+303.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.8% | +4.8% | +4.4% |
| 7D | +14.0% | +1.4% | +12.6% | +12.5% |
| 30D | +11.0% | +5.1% | +5.9% | +5.9% |
| 3M | +9.6% | +12.7% | -3.2% | -0.3% |
| 6M | +157.1% | +13.8% | +143.3% | +132.7% |
| YTD | +143.3% | +9.9% | +133.4% | +127.1% |
| 1Y | +234.4% | +10.4% | +224.0% | +214.7% |
| All | +394.8% | +91.2% | +303.5% | +254.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling