+109.3%
ARKK vs MSFU
+72.2%
+37.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.2% | +0.7% |
| 7D | +3.6% | -3.2% | +6.8% | +4.9% |
| 30D | +8.4% | -3.1% | +11.5% | +9.3% |
| 3M | +13.4% | +35.3% | -21.8% | -2.6% |
| 6M | +18.9% | +31.6% | -12.7% | +1.2% |
| YTD | +11.9% | -9.5% | +21.4% | +10.9% |
| 1Y | +13.1% | -18.4% | +31.5% | +17.3% |
| 3Y | +97.1% | +26.9% | +70.1% | +49.7% |
| All | +109.3% | +72.2% | +37.1% | +27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling