+331.8%
ARKK vs MDY
+177.2%
+154.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -0.5% |
| 7D | -3.1% | -1.9% | -1.2% | -0.6% |
| 30D | +2.7% | -4.6% | +7.4% | +9.6% |
| 3M | +10.8% | -1.2% | +12.0% | +13.0% |
| 6M | +14.4% | +9.2% | +5.2% | +2.5% |
| YTD | +8.7% | +13.1% | -4.4% | -6.8% |
| 1Y | +6.7% | +13.0% | -6.3% | -8.0% |
| 3Y | +87.4% | +49.2% | +38.2% | +18.2% |
| 5Y | -29.5% | +47.2% | -76.7% | -51.4% |
| All | +331.8% | +177.2% | +154.6% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling