+81.0%
ARKK vs MSTU
-87.7%
+168.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | +0.1% |
| 7D | -3.1% | -16.6% | +13.5% | -0.4% |
| 30D | +2.7% | +69.7% | -67.0% | -7.6% |
| 3M | +10.8% | -7.5% | +18.2% | +6.9% |
| 6M | +14.4% | -43.1% | +57.5% | +15.6% |
| YTD | +8.7% | -63.0% | +71.7% | +11.8% |
| 1Y | +6.7% | -93.8% | +100.5% | +41.8% |
| All | +81.0% | -87.7% | +168.6% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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