-28.6%
ARKK vs MDB
-25.2%
-3.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.4% | -2.0% |
| 7D | +1.4% | -4.5% | +5.9% | +3.2% |
| 30D | +5.1% | -14.0% | +19.1% | +10.1% |
| 3M | +12.7% | +5.3% | +7.4% | +8.4% |
| 6M | +13.8% | +31.9% | -18.1% | -2.4% |
| YTD | +9.9% | -14.6% | +24.5% | +9.4% |
| 1Y | +10.4% | +8.2% | +2.2% | -1.6% |
| 3Y | +93.6% | -5.0% | +98.6% | +58.3% |
| All | -28.6% | -25.2% | -3.4% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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