+368.0%
ARKK vs ATI
+577.9%
-209.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.2% |
| 7D | +3.6% | +3.2% | +0.4% | +2.8% |
| 30D | +8.4% | -9.0% | +17.4% | +10.8% |
| 3M | +13.4% | +15.1% | -1.6% | +9.1% |
| 6M | +18.9% | +38.1% | -19.2% | +9.0% |
| YTD | +11.9% | +80.7% | -68.7% | -4.0% |
| 1Y | +13.1% | +167.5% | -154.4% | -12.2% |
| 3Y | +97.1% | +366.0% | -268.9% | +32.3% |
| 5Y | -27.8% | +1,088.8% | -1,116.5% | -60.4% |
| 10Y | +338.5% | +1,055.0% | -716.5% | +120.9% |
| All | +368.0% | +577.9% | -209.9% | +141.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling