+331.8%
ARKK vs MSCI
+634.9%
-303.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.2% |
| 7D | -3.1% | -3.2% | +0.1% | -1.0% |
| 30D | +2.7% | -1.1% | +3.9% | +3.2% |
| 3M | +10.8% | -6.3% | +17.1% | +13.7% |
| 6M | +14.4% | +2.1% | +12.3% | +9.8% |
| YTD | +8.7% | -2.3% | +10.9% | +6.4% |
| 1Y | +6.7% | -3.9% | +10.7% | +4.6% |
| 3Y | +87.4% | +7.5% | +79.9% | +62.8% |
| 5Y | -29.5% | -9.8% | -19.7% | -31.1% |
| All | +331.8% | +634.9% | -303.1% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling