+368.8%
ARKK vs AMBA
+43.6%
+325.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | +1.9% | -11.0% | +12.9% | +5.8% |
| 30D | +13.2% | -23.2% | +36.3% | +23.3% |
| 3M | +7.7% | -12.7% | +20.4% | +8.3% |
| 6M | +15.1% | +11.2% | +3.9% | +3.7% |
| YTD | +12.1% | -11.2% | +23.3% | +8.1% |
| 1Y | +14.9% | -22.5% | +37.5% | +14.1% |
| 3Y | +99.3% | -1.3% | +100.6% | +70.7% |
| 5Y | -29.9% | -54.2% | +24.2% | -28.3% |
| 10Y | +351.6% | -6.1% | +357.7% | +239.2% |
| All | +368.8% | +43.6% | +325.2% | +223.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling