-29.9%
ARKK vs ATI
+1,021.8%
-1,051.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -0.3% |
| 7D | -4.7% | -2.7% | -2.0% | -3.7% |
| 30D | +3.1% | -13.5% | +16.6% | +8.9% |
| 3M | +13.8% | +8.5% | +5.2% | +9.1% |
| 6M | +14.0% | +25.2% | -11.2% | +2.4% |
| YTD | +8.0% | +73.4% | -65.4% | -15.2% |
| 1Y | +9.9% | +160.5% | -150.6% | -27.3% |
| 3Y | +90.2% | +347.3% | -257.1% | -3.7% |
| 5Y | -29.9% | +1,049.0% | -1,078.9% | -71.5% |
| All | -29.9% | +1,021.8% | -1,051.7% | -71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling