+89.6%
ARKK vs MSFU
+24.2%
+65.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.5% |
| 7D | +1.4% | -2.3% | +3.7% | +2.2% |
| 30D | +5.1% | -6.3% | +11.4% | +7.1% |
| 3M | +12.7% | +40.0% | -27.2% | -2.2% |
| 6M | +13.8% | +30.1% | -16.3% | -0.3% |
| YTD | +9.9% | -10.3% | +20.3% | +10.3% |
| 1Y | +10.4% | -19.0% | +29.4% | +15.6% |
| All | +89.6% | +24.2% | +65.4% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling