+65.7%
AMGN vs ARKK
-5.7%
+71.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.7% | +3.7% |
| 7D | +5.9% | -6.7% | +12.6% | +6.4% |
| 30D | +18.7% | -13.4% | +32.1% | +20.1% |
| 3M | +23.4% | +4.7% | +18.7% | +22.7% |
| 6M | +49.7% | +2.7% | +47.0% | +48.5% |
| YTD | +49.2% | +4.5% | +44.7% | +46.6% |
| 1Y | +65.7% | -3.7% | +69.5% | +66.1% |
| All | +65.7% | -5.7% | +71.4% | +66.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling