-1.9%
ARKK vs AMIX
-79.2%
+77.3%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -20.0% | +21.8% | +2.0% |
| 7D | -2.4% | -8.1% | +5.7% | -2.3% |
| 30D | -10.8% | -52.3% | +41.4% | -10.2% |
| 3M | -2.6% | -83.8% | +81.1% | -1.0% |
| 6M | -1.9% | -79.0% | +77.0% | +4.2% |
| All | -1.9% | -79.2% | +77.3% | +4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling