+195.5%
AMGN vs ARKK
+331.8%
-136.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -2.0% | -1.4% |
| 7D | -13.7% | -3.1% | -10.6% | -13.3% |
| 30D | -8.8% | +2.7% | -11.5% | -9.3% |
| 3M | +7.2% | +10.8% | -3.6% | +5.1% |
| 6M | +1.3% | +14.4% | -13.1% | -1.6% |
| YTD | +17.6% | +8.7% | +9.0% | +15.0% |
| 1Y | +37.2% | +6.7% | +30.4% | +34.1% |
| 3Y | +57.7% | +87.4% | -29.7% | +35.8% |
| 5Y | +106.3% | -29.5% | +135.7% | +117.6% |
| All | +195.5% | +331.8% | -136.3% | +29.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling