+79.2%
ARKK vs AMIX
-99.9%
+179.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.9% | -1.0% |
| 7D | +1.9% | -13.7% | +15.6% | +2.1% |
| 30D | +13.2% | -62.1% | +75.2% | +14.3% |
| 3M | +7.7% | -46.2% | +53.8% | +5.3% |
| 6M | +15.1% | -46.4% | +61.5% | +12.3% |
| YTD | +12.1% | -60.3% | +72.4% | +9.8% |
| 1Y | +14.9% | -79.7% | +94.6% | +13.6% |
| All | +79.2% | -99.9% | +179.1% | +65.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling