+368.0%
ARKK vs MSI
+768.2%
-400.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.4% |
| 7D | +3.6% | -5.8% | +9.4% | +7.0% |
| 30D | +8.4% | -1.0% | +9.3% | +8.8% |
| 3M | +13.4% | +14.2% | -0.7% | +4.4% |
| 6M | +18.9% | +1.0% | +17.8% | +16.3% |
| YTD | +11.9% | +21.5% | -9.6% | -2.3% |
| 1Y | +13.1% | -2.1% | +15.2% | +11.4% |
| 3Y | +97.1% | +69.3% | +27.7% | +36.8% |
| 5Y | -27.8% | +99.3% | -127.1% | -54.8% |
| 10Y | +338.5% | +595.0% | -256.6% | +50.4% |
| All | +368.0% | +768.2% | -400.2% | +46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling