+336.9%
ARKK vs AMT
+96.3%
+240.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +1.4% | +1.5% | 0.0% | +0.8% |
| 30D | +5.1% | +3.7% | +1.4% | +3.5% |
| 3M | +12.7% | -7.2% | +19.9% | +15.5% |
| 6M | +13.8% | -4.2% | +18.0% | +14.6% |
| YTD | +9.9% | +1.9% | +8.1% | +7.1% |
| 1Y | +10.4% | -6.4% | +16.8% | +11.3% |
| 3Y | +93.6% | +7.7% | +85.9% | +70.4% |
| 5Y | -29.4% | -30.9% | +1.5% | -21.9% |
| 10Y | +336.9% | +105.4% | +231.5% | +264.3% |
| All | +336.9% | +96.3% | +240.6% | +264.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling