+354.4%
ARKK vs MOH
+349.1%
+5.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.3% | +0.2% |
| 7D | -3.1% | +1.7% | -4.8% | -3.4% |
| 30D | +2.7% | -0.9% | +3.6% | +2.8% |
| 3M | +10.8% | +5.7% | +5.1% | +9.1% |
| 6M | +14.4% | +39.1% | -24.7% | +5.8% |
| YTD | +8.7% | +17.7% | -9.0% | +2.3% |
| 1Y | +6.7% | +8.4% | -1.6% | +1.3% |
| 3Y | +87.4% | -36.6% | +124.0% | +91.0% |
| 5Y | -29.5% | -19.1% | -10.4% | -33.3% |
| 10Y | +331.8% | +262.8% | +69.0% | +179.9% |
| All | +354.4% | +349.1% | +5.4% | +177.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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