+87.4%
ARKK vs MRSH
-4.9%
+92.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -3.1% | -4.8% | +1.7% | -2.7% |
| 30D | +2.7% | -6.3% | +9.0% | +3.2% |
| 3M | +10.8% | +5.8% | +5.0% | +9.5% |
| 6M | +14.4% | +2.8% | +11.6% | +13.4% |
| YTD | +8.7% | -3.1% | +11.8% | +9.0% |
| 1Y | +6.7% | -11.3% | +18.0% | +10.3% |
| 3Y | +87.4% | -5.0% | +92.4% | +87.6% |
| All | +87.4% | -4.9% | +92.3% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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