+25.0%
ARKK vs AMRZ
-17.3%
+42.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.1% | +1.0% |
| 7D | +3.6% | -2.0% | +5.6% | +4.2% |
| 30D | +8.4% | -9.8% | +18.2% | +11.4% |
| 3M | +13.4% | -17.2% | +30.7% | +18.7% |
| 6M | +18.9% | -26.9% | +45.8% | +28.8% |
| YTD | +11.9% | -21.5% | +33.4% | +18.3% |
| 1Y | +13.1% | -22.9% | +36.0% | +17.5% |
| All | +25.0% | -17.3% | +42.3% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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