+78.9%
ARKK vs AMIX
-99.9%
+178.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.2% |
| 7D | +3.6% | -3.4% | +7.0% | +3.7% |
| 30D | +8.4% | -54.4% | +62.8% | +9.3% |
| 3M | +13.4% | -45.7% | +59.2% | +10.9% |
| 6M | +18.9% | -49.2% | +68.1% | +16.2% |
| YTD | +11.9% | -60.3% | +72.3% | +9.7% |
| 1Y | +13.1% | -81.4% | +94.4% | +11.8% |
| All | +78.9% | -99.9% | +178.8% | +65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling