-35.1%
ARKK vs MSI
+124.3%
-159.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.1% |
| 7D | -0.6% | +3.2% | -3.9% | -2.4% |
| 30D | -11.2% | +17.6% | -28.8% | -19.6% |
| 3M | -9.2% | +14.5% | -23.7% | -16.6% |
| 6M | -3.9% | +34.3% | -38.2% | -21.0% |
| YTD | -2.5% | +39.7% | -42.2% | -24.0% |
| 1Y | -2.7% | +40.2% | -42.9% | -24.5% |
| 3Y | +87.9% | +77.1% | +10.7% | +11.2% |
| All | -35.1% | +124.3% | -159.4% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling