+293.0%
ARKK vs MSCI
+811.9%
-518.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.9% |
| 7D | -0.6% | +3.0% | -3.6% | -2.6% |
| 30D | -11.2% | +17.8% | -29.0% | -21.0% |
| 3M | -9.2% | +15.2% | -24.4% | -18.2% |
| 6M | -3.9% | +16.5% | -20.4% | -15.8% |
| YTD | -2.5% | +16.4% | -18.9% | -15.7% |
| 1Y | -2.7% | +16.8% | -19.5% | -16.3% |
| 3Y | +87.9% | +35.8% | +52.1% | +37.5% |
| 5Y | -35.7% | +7.0% | -42.6% | -44.2% |
| All | +293.0% | +811.9% | -518.8% | +0.7% |
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