+307.7%
ARKK vs AMT
+159.5%
+148.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -2.9% | -2.4% |
| 7D | -0.6% | +1.5% | -2.1% | -1.2% |
| 30D | -11.2% | +6.8% | -18.1% | -13.9% |
| 3M | -9.2% | +11.2% | -20.4% | -13.6% |
| 6M | -3.9% | +12.5% | -16.4% | -9.9% |
| YTD | -2.5% | +12.5% | -15.0% | -9.3% |
| 1Y | -2.7% | +10.1% | -12.8% | -8.7% |
| 3Y | +87.9% | +16.0% | +71.9% | +60.9% |
| 5Y | -35.7% | -17.2% | -18.5% | -34.5% |
| 10Y | +299.2% | +135.2% | +164.0% | +170.0% |
| All | +307.7% | +159.5% | +148.3% | +155.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling