+96.6%
ARKK vs AMT
+16.0%
+80.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | -2.4% | -2.4% | 0.0% | -2.5% |
| 30D | -10.8% | +4.2% | -15.1% | -10.7% |
| 3M | -2.6% | +13.4% | -16.1% | -2.2% |
| 6M | -1.9% | +9.4% | -11.3% | -1.5% |
| YTD | +2.0% | +11.7% | -9.7% | +2.5% |
| 1Y | -4.4% | +7.1% | -11.5% | -4.1% |
| All | +96.6% | +16.0% | +80.6% | +82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling