+316.0%
ARKK vs AMT
+157.0%
+159.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | +4.6% | -2.2% | +6.7% | +5.4% |
| 30D | -12.2% | +5.8% | -18.0% | -14.5% |
| 3M | -6.0% | +12.6% | -18.5% | -11.0% |
| 6M | -2.2% | +8.3% | -10.5% | -6.8% |
| YTD | -0.5% | +11.4% | -12.0% | -7.2% |
| 1Y | -6.0% | +7.7% | -13.7% | -10.9% |
| 3Y | +92.5% | +14.8% | +77.8% | +65.6% |
| 5Y | -34.4% | -18.0% | -16.4% | -32.9% |
| 10Y | +307.2% | +133.0% | +174.3% | +176.5% |
| All | +316.0% | +157.0% | +159.0% | +161.7% |
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 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