+7.6%
ARKK vs MDLN
-7.1%
+14.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -3.1% | -11.1% | +8.0% | -1.5% |
| 30D | +2.7% | -8.4% | +11.1% | +3.9% |
| 3M | +10.8% | -12.4% | +23.1% | +12.1% |
| 6M | +14.4% | -23.3% | +37.6% | +17.7% |
| YTD | +8.7% | -22.5% | +31.2% | +11.7% |
| All | +7.6% | -7.1% | +14.6% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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