-29.9%
ARKK vs AMC
-99.5%
+69.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -1.1% |
| 7D | -4.7% | -7.1% | +2.4% | -3.5% |
| 30D | +3.1% | -1.7% | +4.7% | +3.2% |
| 3M | +13.8% | +13.5% | +0.3% | +8.2% |
| 6M | +14.0% | +112.6% | -98.7% | -4.9% |
| YTD | +8.0% | +51.3% | -43.3% | -4.8% |
| 1Y | +9.9% | -14.5% | +24.4% | +7.1% |
| 3Y | +90.2% | -67.1% | +157.3% | +98.2% |
| 5Y | -29.9% | -99.5% | +69.6% | +47.2% |
| All | -29.9% | -99.5% | +69.6% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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