+210.0%
ARKK vs MGY
+210.4%
-0.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -3.1% | +3.5% | -6.6% | -3.9% |
| 30D | +2.7% | +5.3% | -2.6% | +1.3% |
| 3M | +10.8% | +2.6% | +8.1% | +9.2% |
| 6M | +14.4% | -3.3% | +17.7% | +13.6% |
| YTD | +8.7% | +29.2% | -20.6% | -0.8% |
| 1Y | +6.7% | +18.0% | -11.3% | -0.2% |
| 3Y | +87.4% | +30.0% | +57.4% | +69.0% |
| 5Y | -29.5% | +92.7% | -122.1% | -43.7% |
| All | +210.0% | +210.4% | -0.4% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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