-32.0%
ARKK vs MAS
+44.7%
-76.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.6% | +1.7% |
| 7D | -2.4% | -1.8% | -0.5% | -1.0% |
| 30D | -10.8% | +23.6% | -34.4% | -23.1% |
| 3M | -2.6% | +12.4% | -15.1% | -10.8% |
| 6M | -1.9% | +21.9% | -23.8% | -16.6% |
| YTD | +2.0% | +36.1% | -34.1% | -22.6% |
| 1Y | -4.4% | +39.5% | -43.9% | -29.1% |
| 3Y | +97.5% | +59.1% | +38.4% | +22.0% |
| 5Y | -32.0% | +44.4% | -76.4% | -57.5% |
| All | -32.0% | +44.7% | -76.7% | -57.5% |
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