-27.8%
ARKK vs AMT
-31.2%
+3.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +3.6% | -0.2% | +3.8% | +3.7% |
| 30D | +8.4% | +1.8% | +6.5% | +7.6% |
| 3M | +13.4% | -6.2% | +19.6% | +15.5% |
| 6M | +18.9% | -5.0% | +23.9% | +20.2% |
| YTD | +11.9% | +2.1% | +9.9% | +9.2% |
| 1Y | +13.1% | -5.7% | +18.8% | +13.8% |
| 3Y | +97.1% | +7.9% | +89.1% | +66.1% |
| 5Y | -27.8% | -32.3% | +4.6% | -21.7% |
| All | -27.8% | -31.2% | +3.4% | -21.7% |
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