+79.9%
ARKK vs MSTU
-88.1%
+167.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.8% | +5.0% | -0.7% |
| 7D | -4.7% | -22.0% | +17.3% | -1.0% |
| 30D | +3.1% | +60.3% | -57.3% | -6.4% |
| 3M | +13.8% | -3.7% | +17.5% | +9.0% |
| 6M | +14.0% | -45.2% | +59.1% | +15.8% |
| YTD | +8.0% | -64.3% | +72.3% | +11.7% |
| 1Y | +9.9% | -94.0% | +103.9% | +47.0% |
| All | +79.9% | -88.1% | +167.9% | +95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling