+331.8%
ARKK vs ATI
+1,154.1%
-822.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -5.6% | +2.6% | -1.4% |
| 30D | +2.7% | -13.7% | +16.5% | +7.0% |
| 3M | +10.8% | -0.4% | +11.1% | +10.4% |
| 6M | +14.4% | +26.2% | -11.8% | +6.0% |
| YTD | +8.7% | +73.2% | -64.5% | -8.2% |
| 1Y | +6.7% | +161.6% | -154.9% | -20.1% |
| 3Y | +87.4% | +346.2% | -258.8% | +18.5% |
| 5Y | -29.5% | +1,047.6% | -1,077.1% | -65.0% |
| All | +331.8% | +1,154.1% | -822.3% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling