-27.8%
ARKK vs MOS
-7.1%
-20.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.9% |
| 7D | +3.6% | +7.1% | -3.5% | +1.6% |
| 30D | +8.4% | +15.0% | -6.7% | +4.1% |
| 3M | +13.4% | +24.1% | -10.6% | +6.2% |
| 6M | +18.9% | +2.7% | +16.2% | +16.0% |
| YTD | +11.9% | +12.2% | -0.3% | +5.9% |
| 1Y | +13.1% | -16.3% | +29.4% | +16.3% |
| 3Y | +97.1% | -23.3% | +120.4% | +100.8% |
| 5Y | -27.8% | -4.2% | -23.6% | -36.9% |
| All | -27.8% | -7.1% | -20.7% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MOS 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling