+87.4%
ARKK vs AMP
+66.7%
+20.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | 0.0% |
| 7D | -3.1% | -0.5% | -2.5% | -2.7% |
| 30D | +2.7% | -1.3% | +4.0% | +3.7% |
| 3M | +10.8% | +24.2% | -13.4% | -7.7% |
| 6M | +14.4% | +24.6% | -10.2% | -5.4% |
| YTD | +8.7% | +14.8% | -6.2% | -4.9% |
| 1Y | +6.7% | +12.8% | -6.0% | -5.3% |
| 3Y | +87.4% | +69.0% | +18.4% | +2.3% |
| All | +87.4% | +66.7% | +20.7% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 3y: compounded portfolio wealth divided by compounded AMP 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…
3y analysis · Full analysis span regression · 6 months rolling