+329.4%
ARKK vs AMBA
+40.7%
+288.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.3% | -0.6% | +2.9% |
| 7D | 0.0% | 0.0% | +0.1% | +0.1% |
| 30D | -11.9% | -8.6% | -3.3% | -9.1% |
| 3M | -0.6% | -29.0% | +28.4% | +10.7% |
| 6M | -0.2% | -19.2% | +19.0% | +0.6% |
| YTD | +2.7% | -13.0% | +15.7% | -0.8% |
| 1Y | -2.2% | -31.3% | +29.1% | +1.5% |
| 3Y | +102.0% | +28.1% | +73.9% | +57.3% |
| 5Y | -33.4% | -69.4% | +36.0% | -24.0% |
| 10Y | +327.1% | +7.6% | +319.4% | +215.0% |
| All | +329.4% | +40.7% | +288.7% | +197.0% |
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