+326.7%
ARKK vs MSCI
+1,514.8%
-1,188.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.3% |
| 7D | -2.4% | -1.9% | -0.5% | -1.1% |
| 30D | -10.8% | +16.5% | -27.3% | -19.8% |
| 3M | -2.6% | +18.2% | -20.8% | -13.6% |
| 6M | -1.9% | +14.0% | -15.9% | -12.5% |
| YTD | +2.0% | +16.6% | -14.6% | -11.5% |
| 1Y | -4.4% | +14.8% | -19.2% | -16.3% |
| 3Y | +97.5% | +33.3% | +64.3% | +48.2% |
| 5Y | -32.0% | +9.1% | -41.1% | -41.2% |
| 10Y | +317.7% | +820.4% | -502.6% | +7.0% |
| All | +326.7% | +1,514.8% | -1,188.1% | -10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling