-27.8%
ARKK vs AMBA
-53.5%
+25.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | +3.6% | -6.4% | +10.0% | +6.2% |
| 30D | +8.4% | -26.8% | +35.2% | +22.3% |
| 3M | +13.4% | -7.6% | +21.1% | +11.2% |
| 6M | +18.9% | +21.2% | -2.3% | -0.4% |
| YTD | +11.9% | -10.4% | +22.3% | +5.5% |
| 1Y | +13.1% | -24.4% | +37.5% | +11.9% |
| 3Y | +97.1% | +6.0% | +91.1% | +50.2% |
| 5Y | -27.8% | -53.9% | +26.1% | -30.1% |
| All | -27.8% | -53.5% | +25.7% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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