+307.7%
ARKK vs AMC
-98.3%
+406.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -1.8% |
| 7D | -0.6% | +3.5% | -4.1% | -0.8% |
| 30D | -11.2% | +12.5% | -23.7% | -11.8% |
| 3M | -9.2% | +23.6% | -32.8% | -10.5% |
| 6M | -3.9% | +144.4% | -148.3% | -10.0% |
| YTD | -2.5% | +108.3% | -110.8% | -8.2% |
| 1Y | -2.7% | +38.9% | -41.6% | -6.3% |
| 3Y | +87.9% | -58.9% | +146.8% | +88.1% |
| 5Y | -35.7% | -99.2% | +63.5% | -27.2% |
| 10Y | +299.2% | -98.8% | +398.0% | +350.7% |
| All | +307.7% | -98.3% | +406.0% | +310.1% |
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