+10.4%
ARKK vs AMIX
-81.1%
+91.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.8% |
| 7D | +1.4% | +1.6% | -0.2% | +1.4% |
| 30D | +5.1% | -50.8% | +55.9% | +5.9% |
| 3M | +12.7% | -46.3% | +59.0% | +15.3% |
| 6M | +13.8% | -49.9% | +63.7% | +16.3% |
| YTD | +9.9% | -60.4% | +70.4% | +12.9% |
| 1Y | +10.4% | -81.7% | +92.1% | +31.0% |
| All | +10.4% | -81.1% | +91.5% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling