+87.9%
ARKK vs MOD
+201.5%
-113.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +27.9% | -29.8% | -9.5% |
| 7D | -0.6% | +40.4% | -41.0% | -10.7% |
| 30D | -11.2% | -14.0% | +2.8% | -9.1% |
| 3M | -9.2% | -33.3% | +24.1% | -0.7% |
| 6M | -3.9% | -51.4% | +47.5% | +12.8% |
| YTD | -2.5% | +1.6% | -4.1% | -11.7% |
| 1Y | -2.7% | +5.4% | -8.1% | -13.9% |
| 3Y | +87.9% | +191.0% | -103.1% | -13.7% |
| All | +87.9% | +201.5% | -113.6% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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