+368.8%
ARKK vs AMT
+135.5%
+233.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.6% |
| 7D | +1.9% | -0.2% | +2.1% | +2.0% |
| 30D | +13.2% | +4.6% | +8.6% | +11.0% |
| 3M | +7.7% | -8.4% | +16.1% | +10.9% |
| 6M | +15.1% | -6.0% | +21.1% | +16.8% |
| YTD | +12.1% | +2.1% | +10.0% | +9.1% |
| 1Y | +14.9% | -6.4% | +21.3% | +15.8% |
| 3Y | +99.3% | +8.1% | +91.3% | +75.7% |
| 5Y | -29.9% | -31.9% | +2.0% | -21.9% |
| 10Y | +351.6% | +97.1% | +254.5% | +229.7% |
| All | +368.8% | +135.5% | +233.3% | +207.5% |
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