-35.1%
ARKK vs MAS
+39.9%
-75.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -0.6% | +3.0% | -3.6% | -2.5% |
| 30D | -11.2% | +22.4% | -33.6% | -23.0% |
| 3M | -9.2% | +14.5% | -23.7% | -17.8% |
| 6M | -3.9% | +27.1% | -31.0% | -20.7% |
| YTD | -2.5% | +35.8% | -38.3% | -25.9% |
| 1Y | -2.7% | +39.4% | -42.1% | -28.0% |
| 3Y | +87.9% | +60.3% | +27.6% | +15.0% |
| All | -35.1% | +39.9% | -75.0% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling