-32.0%
ARKK vs AMT
-19.0%
-13.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | -2.4% | -2.4% | 0.0% | -1.6% |
| 30D | -10.8% | +4.2% | -15.1% | -12.4% |
| 3M | -2.6% | +13.4% | -16.1% | -7.3% |
| 6M | -1.9% | +9.4% | -11.3% | -6.2% |
| YTD | +2.0% | +11.7% | -9.7% | -4.0% |
| 1Y | -4.4% | +7.1% | -11.5% | -8.4% |
| 3Y | +97.5% | +15.1% | +82.4% | +63.5% |
| 5Y | -32.0% | -17.9% | -14.1% | -30.2% |
| All | -32.0% | -19.0% | -13.1% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling