+103.2%
ARKK vs MSFU
+73.2%
+30.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | -3.1% | -1.8% | -1.3% | -2.4% |
| 30D | +2.7% | +0.5% | +2.2% | +2.2% |
| 3M | +10.8% | +51.9% | -41.1% | -9.6% |
| 6M | +14.4% | +35.0% | -20.6% | -3.8% |
| YTD | +8.7% | -9.0% | +17.7% | +7.5% |
| 1Y | +6.7% | -18.8% | +25.5% | +11.1% |
| 3Y | +87.4% | +25.5% | +61.9% | +43.4% |
| All | +103.2% | +73.2% | +30.1% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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