+94.1%
ARKK vs MAS
+59.6%
+34.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.8% |
| 7D | -4.0% | +3.6% | -7.6% | -5.5% |
| 30D | -14.0% | +23.8% | -37.8% | -22.4% |
| 3M | -4.2% | +14.4% | -18.6% | -10.4% |
| 6M | -2.6% | +19.7% | -22.3% | -12.0% |
| YTD | +0.2% | +36.0% | -35.7% | -17.5% |
| 1Y | -6.9% | +40.4% | -47.3% | -25.2% |
| 3Y | +94.1% | +58.9% | +35.1% | +33.2% |
| All | +94.1% | +59.6% | +34.5% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 3y: compounded portfolio wealth divided by compounded MAS 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…
3y analysis · Full analysis span regression · 6 months rolling