+87.4%
ARKK vs MKSI
+190.8%
-103.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -0.2% |
| 7D | -3.1% | +2.7% | -5.8% | -4.2% |
| 30D | +2.7% | -12.8% | +15.5% | +8.3% |
| 3M | +10.8% | -22.5% | +33.3% | +19.1% |
| 6M | +14.4% | +19.4% | -5.0% | -0.1% |
| YTD | +8.7% | +67.7% | -59.1% | -20.4% |
| 1Y | +6.7% | +131.4% | -124.7% | -34.1% |
| 3Y | +87.4% | +197.3% | -109.9% | -14.8% |
| All | +87.4% | +190.8% | -103.4% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling