+376.3%
AMD vs ARKK
-29.5%
+405.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +6.0% |
| 7D | +10.0% | +3.6% | +6.4% | +7.1% |
| 30D | +4.6% | +8.4% | -3.7% | -1.8% |
| 3M | +3.1% | +13.4% | -10.3% | -5.6% |
| 6M | +162.8% | +18.9% | +143.9% | +133.6% |
| YTD | +136.2% | +11.9% | +124.2% | +120.0% |
| 1Y | +234.0% | +13.1% | +221.0% | +211.6% |
| 3Y | +376.7% | +97.1% | +279.6% | +197.7% |
| 5Y | +376.3% | -27.8% | +404.1% | +484.2% |
| All | +376.3% | -29.5% | +405.8% | +484.2% |
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