+354.4%
ARKK vs MRSH
+302.1%
+52.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.8% |
| 7D | -3.1% | -4.8% | +1.7% | -0.1% |
| 30D | +2.7% | -6.3% | +9.0% | +6.8% |
| 3M | +10.8% | +5.8% | +5.0% | +5.1% |
| 6M | +14.4% | +2.8% | +11.6% | +9.2% |
| YTD | +8.7% | -3.1% | +11.8% | +7.1% |
| 1Y | +6.7% | -11.3% | +18.0% | +11.3% |
| 3Y | +87.4% | -5.0% | +92.4% | +80.6% |
| 5Y | -29.5% | +19.2% | -48.6% | -42.6% |
| 10Y | +331.8% | +217.4% | +114.4% | +80.0% |
| All | +354.4% | +302.1% | +52.3% | +64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling