+89.6%
ARKK vs MSCI
+7.5%
+82.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -2.0% |
| 7D | +1.4% | -1.1% | +2.5% | +1.8% |
| 30D | +5.1% | -1.2% | +6.3% | +5.5% |
| 3M | +12.7% | -8.4% | +21.1% | +15.4% |
| 6M | +13.8% | -1.0% | +14.9% | +12.3% |
| YTD | +9.9% | -2.3% | +12.2% | +8.5% |
| 1Y | +10.4% | -1.2% | +11.6% | +7.7% |
| All | +89.6% | +7.5% | +82.1% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling