+331.8%
ARKK vs AME
+445.1%
-113.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.6% | -1.9% |
| 7D | -3.1% | +1.7% | -4.8% | -4.4% |
| 30D | +2.7% | -6.4% | +9.2% | +7.9% |
| 3M | +10.8% | +7.1% | +3.7% | +4.5% |
| 6M | +14.4% | +8.2% | +6.2% | +6.6% |
| YTD | +8.7% | +18.2% | -9.5% | -5.8% |
| 1Y | +6.7% | +26.7% | -20.0% | -12.9% |
| 3Y | +87.4% | +60.7% | +26.7% | +26.5% |
| 5Y | -29.5% | +91.6% | -121.0% | -58.0% |
| All | +331.8% | +445.1% | -113.3% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling