+368.8%
ARKK vs AMC
-98.6%
+467.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.4% | -1.3% |
| 7D | +1.9% | +2.3% | -0.4% | +1.8% |
| 30D | +13.2% | -0.7% | +13.9% | +13.2% |
| 3M | +7.7% | +35.2% | -27.5% | +4.8% |
| 6M | +15.1% | +124.6% | -109.5% | +8.2% |
| YTD | +12.1% | +69.9% | -57.8% | +6.9% |
| 1Y | +14.9% | -2.6% | +17.5% | +13.1% |
| 3Y | +99.3% | -79.8% | +179.1% | +105.9% |
| 5Y | -29.9% | -99.4% | +69.5% | -19.5% |
| 10Y | +351.6% | -98.9% | +450.5% | +400.6% |
| All | +368.8% | -98.6% | +467.4% | +377.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling