+331.8%
ARKK vs MSI
+605.3%
-273.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.3% |
| 7D | -3.1% | -0.4% | -2.7% | -2.8% |
| 30D | +2.7% | -0.8% | +3.5% | +3.0% |
| 3M | +10.8% | +13.9% | -3.2% | +1.7% |
| 6M | +14.4% | +1.3% | +13.0% | +11.6% |
| YTD | +8.7% | +22.3% | -13.6% | -6.3% |
| 1Y | +6.7% | -3.9% | +10.6% | +6.4% |
| 3Y | +87.4% | +69.9% | +17.5% | +26.4% |
| 5Y | -29.5% | +103.8% | -133.2% | -58.1% |
| All | +331.8% | +605.3% | -273.5% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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